DFA Tax-Managed US Marketwide Value II shares owned by Altiora Financial Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Altiora Financial Group
from 13F filings
Historical chart of Altiora Financial Group 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 Altiora Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 294k | 44.69 |
| 2025-06-30 | $13M | 303k | 42.28 |
| 2025-03-31 | $13M | 308k | 41.21 |
| 2024-12-31 | $12M | 302k | 40.92 |
| 2024-09-30 | $13M | 317k | 41.69 |
| 2024-06-30 | $13M | 317k | 39.27 |
| 2024-03-31 | $13M | 317k | 40.90 |
| 2023-09-30 | $3.6M | 107k | 34.02 |
| 2023-06-30 | $4.9M | 141k | 34.50 |
| 2023-03-31 | $4.8M | 145k | 33.48 |
| 2022-12-31 | $4.8M | 145k | 33.48 |
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