DFA Tax-Managed US Marketwide Value II shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed 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 Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 6.1k | 44.69 |
| 2025-06-30 | $256k | 6.1k | 42.28 |
| 2025-03-31 | $250k | 6.1k | 41.21 |
| 2024-12-31 | $248k | 6.1k | 40.92 |
| 2024-09-30 | $252k | 6.1k | 41.69 |
| 2024-06-30 | $238k | 6.1k | 39.27 |
| 2024-03-31 | $266k | 6.5k | 40.90 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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