DFA Tax-Managed US Marketwide Value II shares owned by Advisors Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Advisors Capital Management
from 13F filings
Historical chart of Advisors Capital Management investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Advisors Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Advisors Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $216k | 5.2k | 41.63 |
| 2024-06-30 | $212k | 5.4k | 39.34 |
| 2024-03-31 | $220k | 5.4k | 40.82 |
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Top funds holding DFA Tax-Managed US Marketwide Value II
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