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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Apella Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II