DFA Tax-Managed US Marketwide Value II shares owned by American Investment Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by American Investment Services
from 13F filings
Historical chart of American Investment Services investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by American Investment Services 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 American Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $36M | 908k | 39.27 |
| 2024-03-31 | $38M | 923k | 40.90 |
| 2023-12-31 | $35M | 935k | 37.22 |
| 2023-09-30 | $32M | 941k | 34.02 |
| 2023-06-30 | $33M | 963k | 34.50 |
| 2023-03-31 | $35M | 1.0M | 33.48 |
| 2022-12-31 | $35M | 1.0M | 33.48 |
| 2022-09-30 | $30M | 998k | 29.61 |
| 2022-06-30 | $30M | 960k | 31.60 |
More positions owned by American Investment Services
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Top funds holding DFA Tax-Managed US Marketwide Value II
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