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DFA Tax-Managed US Marketwide Value II shares owned by Austin Asset Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Austin Asset Management from 13F filings

Historical chart of Austin Asset Management 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 Austin Asset Management 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 Austin Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 377k 41.69
2024-06-30 $15M 381k 39.27
2024-03-31 $16M 391k 40.90
2023-12-31 $15M 403k 37.22
2023-09-30 $14M 408k 34.02
2023-06-30 $14M 414k 34.50
2023-03-31 $13M 391k 33.48
2022-12-31 $12M 395k 29.61
2022-09-30 $12M 395k 29.61
2022-06-30 $12M 375k 31.60