DFA Tax-Managed US Marketwide Value II shares owned by Aspiriant
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant 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 Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 725k | 44.69 |
| 2025-06-30 | $31M | 721k | 42.28 |
| 2025-03-31 | $29M | 703k | 41.21 |
| 2024-12-31 | $29M | 696k | 40.92 |
| 2024-09-30 | $29M | 698k | 41.69 |
| 2024-06-30 | $28M | 710k | 39.27 |
| 2024-03-31 | $29M | 709k | 40.90 |
| 2023-12-31 | $27M | 712k | 37.22 |
| 2023-09-30 | $25M | 724k | 34.02 |
| 2023-06-30 | $24M | 695k | 34.50 |
| 2023-03-31 | $23M | 699k | 33.48 |
| 2022-12-31 | $24M | 709k | 33.48 |
| 2022-09-30 | $22M | 739k | 29.61 |
| 2022-06-30 | $24M | 746k | 31.60 |
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