DFA Tax-Managed US Marketwide Value II shares owned by Ancora Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Ancora Advisors
from 13F filings
Historical chart of Ancora Advisors 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 Ancora Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 65k | 41.69 |
| 2024-06-30 | $3.5M | 89k | 39.27 |
| 2024-03-31 | $9.3M | 228k | 40.90 |
| 2023-12-31 | $12M | 323k | 37.22 |
| 2023-09-30 | $11M | 309k | 34.02 |
| 2023-06-30 | $11M | 305k | 34.50 |
| 2023-03-31 | $9.0M | 270k | 33.48 |
| 2022-12-31 | $8.0k | 241 | 33.20 |
| 2022-09-30 | $7.0k | 241 | 29.05 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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