DFA Tax-Managed US Marketwide Value II shares owned by Aviance Capital Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Aviance Capital Partners
from 13F filings
Historical chart of Aviance Capital Partners 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 Aviance Capital Partners 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 Aviance Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 7.6k | 44.69 |
| 2025-06-30 | $323k | 7.6k | 42.28 |
| 2025-03-31 | $315k | 7.6k | 41.21 |
| 2023-06-30 | $1.6M | 45k | 34.50 |
| 2023-03-31 | $1.5M | 44k | 33.48 |
| 2022-12-31 | $1.4M | 43k | 33.48 |
| 2022-09-30 | $1.3M | 43k | 29.61 |
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