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
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Altiora Financial Group 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 Altiora Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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