DFA Tax-Managed US Marketwide Value II shares owned by Bank Of Montreal
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bank Of Montreal
from 13F filings
Historical chart of Bank Of Montreal 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 Bank Of Montreal 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 Bank Of Montreal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $12M | 244k | 48.46 |
| 2025-06-30 | $1.2M | 28k | 42.28 |
| 2024-12-31 | $1.3M | 31k | 40.92 |
| 2024-09-30 | $1.4M | 34k | 41.59 |
| 2024-03-31 | $1.3M | 33k | 40.93 |
| 2023-12-31 | $1.2M | 33k | 37.42 |
| 2023-09-30 | $1.7M | 48k | 35.68 |
| 2023-06-30 | $1.7M | 48k | 34.58 |
| 2023-03-31 | $1.6M | 48k | 34.06 |
| 2022-12-31 | $1.7M | 51k | 33.52 |
| 2022-09-30 | $1.8M | 51k | 34.40 |
| 2022-06-30 | $23k | 722 | 31.86 |
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