DFA Tax-Managed US Marketwide Value II shares owned by American Capital Advisory
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by American Capital Advisory
from 13F filings
Historical chart of American Capital Advisory 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 American Capital Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by American Capital Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $184k | 4.1k | 44.69 |
| 2025-06-30 | $86k | 2.0k | 42.28 |
| 2025-03-31 | $84k | 2.0k | 41.21 |
| 2024-12-31 | $83k | 2.0k | 40.92 |
| 2024-09-30 | $87k | 2.1k | 41.69 |
| 2024-06-30 | $2.2k | 60 | 37.23 |
| 2023-12-31 | $2.2k | 60 | 37.23 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II