DFA Tax-Managed US Marketwide Value II shares owned by Baker Boyer National Bank
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Baker Boyer National Bank
from 13F filings
Historical chart of Baker Boyer National Bank 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 Baker Boyer National Bank 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 Baker Boyer National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 452k | 44.69 |
| 2025-06-30 | $19M | 454k | 42.28 |
| 2025-03-31 | $19M | 467k | 41.21 |
| 2024-12-31 | $19M | 462k | 40.92 |
| 2024-09-30 | $20M | 478k | 41.69 |
| 2024-06-30 | $19M | 488k | 39.27 |
| 2024-03-31 | $21M | 515k | 40.90 |
| 2023-12-31 | $19M | 520k | 37.22 |
| 2023-09-30 | $19M | 545k | 34.02 |
| 2023-06-30 | $20M | 567k | 34.50 |
| 2023-03-31 | $19M | 580k | 33.47 |
| 2022-12-31 | $19M | 581k | 33.47 |
| 2022-09-30 | $18M | 592k | 29.61 |
| 2022-06-30 | $19M | 615k | 31.59 |
| 2021-06-30 | $19M | 615k | 31.59 |
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