DFA Tax-Managed US Marketwide Value II shares owned by Bayshore Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bayshore Asset Management
from 13F filings
Historical chart of Bayshore Asset Management 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 Bayshore Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 506k | 44.69 |
| 2025-06-30 | $22M | 508k | 42.28 |
| 2025-03-31 | $21M | 519k | 41.21 |
| 2024-12-31 | $21M | 516k | 40.92 |
| 2024-09-30 | $22M | 524k | 41.69 |
| 2024-06-30 | $21M | 546k | 39.27 |
| 2024-03-31 | $22M | 547k | 40.90 |
| 2023-12-31 | $21M | 555k | 37.22 |
| 2023-09-30 | $19M | 553k | 34.02 |
| 2023-06-30 | $20M | 567k | 35.61 |
| 2023-03-31 | $19M | 571k | 33.48 |
| 2022-12-31 | $19M | 561k | 33.48 |
| 2022-09-30 | $16M | 550k | 29.61 |
| 2022-06-30 | $17M | 549k | 31.60 |
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