DFA Tax-Managed US Marketwide Value II shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services 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 Capital Investment Advisory Services 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 Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 29k | 44.69 |
| 2025-06-30 | $1.1M | 27k | 42.28 |
| 2025-03-31 | $863k | 21k | 41.21 |
| 2024-12-31 | $448k | 11k | 40.92 |
| 2024-09-30 | $451k | 11k | 41.69 |
| 2024-06-30 | $458k | 12k | 39.27 |
| 2024-03-31 | $432k | 11k | 40.90 |
| 2023-12-31 | $24k | 646 | 37.22 |
| 2023-09-30 | $16k | 477 | 34.02 |
| 2023-06-30 | $17k | 477 | 34.50 |
| 2023-03-31 | $7.7k | 229 | 33.48 |
More positions owned by Capital Investment Advisory Services
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Top funds holding DFA Tax-Managed US Marketwide Value II
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