DFA Tax-Managed US Marketwide Value II shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
from 13F filings
Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 56k | 44.69 |
| 2025-06-30 | $2.1M | 50k | 42.28 |
| 2025-03-31 | $1.6M | 39k | 40.90 |
| 2024-12-31 | $1.5M | 37k | 40.92 |
| 2024-09-30 | $1.4M | 34k | 41.69 |
| 2024-06-30 | $1.2M | 32k | 39.27 |
| 2024-03-31 | $1.3M | 31k | 40.90 |
| 2023-12-31 | $853k | 23k | 37.22 |
| 2023-09-30 | $687k | 20k | 34.02 |
| 2023-06-30 | $515k | 15k | 34.50 |
| 2023-03-31 | $467k | 14k | 33.10 |
| 2022-12-31 | $439k | 13k | 33.48 |
| 2022-09-30 | $372k | 13k | 29.58 |
| 2022-06-30 | $336k | 10k | 33.44 |
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