DFA Tax-Managed US Marketwide Value II shares owned by Awm Capital
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Awm Capital
from 13F filings
Historical chart of Awm Capital 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 Awm Capital 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 Awm Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $881k | 20k | 44.69 |
| 2025-06-30 | $846k | 20k | 42.28 |
| 2025-03-31 | $859k | 21k | 41.21 |
| 2024-12-31 | $888k | 22k | 40.92 |
| 2024-09-30 | $921k | 22k | 41.69 |
| 2024-06-30 | $983k | 25k | 39.27 |
| 2024-03-31 | $1.0M | 25k | 40.90 |
| 2023-12-31 | $962k | 26k | 37.22 |
| 2023-09-30 | $879k | 26k | 34.02 |
| 2023-06-30 | $878k | 26k | 34.50 |
| 2023-03-31 | $851k | 25k | 33.48 |
| 2022-12-31 | $529k | 16k | 33.48 |
| 2022-09-30 | $444k | 13k | 34.48 |
| 2022-06-30 | $407k | 13k | 31.60 |
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