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DFA Tax-Managed US Marketwide Value II shares owned by Bull Oak Capital

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital 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 Bull Oak Capital 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 Bull Oak Capital

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$249k	6.0k	41.69
2024-06-30	$239k	6.1k	39.28
2024-03-31	$259k	6.3k	40.90
2023-12-31	$243k	6.5k	37.22
2023-09-30	$270k	7.9k	34.02
2023-06-30	$285k	8.3k	34.50
2023-03-31	$285k	8.5k	33.48

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View all positions for Bull Oak Capital

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View all funds holding DFA Tax-Managed US Marketwide Value II

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