Apella Capital »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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