DFA Tax-Managed US Marketwide Value II shares owned by Apella Capital
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 822k | 44.11 |
| 2025-06-30 | $36M | 833k | 42.69 |
| 2025-03-31 | $19M | 486k | 38.99 |
| 2024-12-31 | $20M | 487k | 40.92 |
| 2024-09-30 | $20M | 490k | 41.49 |
| 2024-06-30 | $19M | 494k | 39.00 |
| 2024-03-31 | $18M | 432k | 40.48 |
| 2023-12-31 | $16M | 436k | 36.81 |
| 2023-09-30 | $15M | 434k | 34.02 |
| 2023-06-30 | $15M | 442k | 34.50 |
| 2022-12-31 | $15M | 453k | 33.48 |
| 2022-09-30 | $13M | 454k | 29.61 |
| 2022-06-30 | $14M | 456k | 31.60 |
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