DFA Tax-Managed US Marketwide Value II shares owned by Advisory Services & Investments
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Advisory Services & Investments
from 13F filings
Historical chart of Advisory Services & Investments investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Advisory Services & Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 207k | 41.69 |
| 2024-06-30 | $10M | 255k | 39.27 |
| 2024-03-31 | $11M | 264k | 40.90 |
| 2023-09-30 | $9.4M | 276k | 34.02 |
| 2023-06-30 | $9.7M | 282k | 34.50 |
| 2023-03-31 | $9.7M | 289k | 33.48 |
| 2022-12-31 | $9.7M | 290k | 33.48 |
| 2022-09-30 | $9.3M | 313k | 29.61 |
| 2022-06-30 | $7.6M | 242k | 31.60 |
More positions owned by Advisory Services & Investments
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