DFA Tax-Managed US Marketwide Value II shares owned by Basso Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Basso Capital Management
from 13F filings
Historical chart of Basso Capital Management 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 Basso Capital 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 Basso Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 49k | 41.69 |
| 2024-03-31 | $2.0M | 49k | 40.90 |
| 2023-09-30 | $1.7M | 49k | 34.02 |
| 2023-06-30 | $1.7M | 49k | 34.50 |
| 2023-03-31 | $1.6M | 49k | 33.48 |
| 2022-12-31 | $1.7M | 52k | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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