DFA Tax-Managed US Marketwide Value II shares owned by Alan Leist III
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Alan Leist III
from 13F filings
Historical chart of Alan Leist III 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 Alan Leist III
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $441k | 9.9k | 44.69 |
| 2025-06-30 | $418k | 9.9k | 42.28 |
| 2025-03-31 | $410k | 9.9k | 41.21 |
| 2024-12-31 | $407k | 9.9k | 40.92 |
| 2024-09-30 | $415k | 9.9k | 41.69 |
| 2024-06-30 | $390k | 9.9k | 39.27 |
| 2024-03-31 | $407k | 9.9k | 40.90 |
| 2023-12-31 | $370k | 9.9k | 37.22 |
| 2023-09-30 | $338k | 9.9k | 34.02 |
| 2023-06-30 | $354k | 9.9k | 35.58 |
| 2023-03-31 | $333k | 9.9k | 33.48 |
| 2022-12-31 | $333k | 9.9k | 33.48 |
| 2022-09-30 | $294k | 9.9k | 29.57 |
| 2022-06-30 | $314k | 9.9k | 31.58 |
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