DFA Tax-Managed US Marketwide Value II shares owned by Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 13k | 44.69 |
| 2025-06-30 | $534k | 13k | 42.28 |
| 2025-03-31 | $520k | 13k | 41.21 |
| 2024-12-31 | $324k | 7.9k | 40.92 |
| 2024-09-30 | $330k | 7.9k | 41.69 |
| 2024-06-30 | $311k | 7.9k | 39.27 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II