DFA Tax-Managed US Marketwide Value II shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors 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 Performance Advisors 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 Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 532k | 41.69 |
| 2024-06-30 | $21M | 526k | 39.27 |
| 2024-03-31 | $22M | 530k | 40.90 |
| 2023-12-31 | $20M | 532k | 37.22 |
| 2023-09-30 | $18M | 524k | 34.02 |
| 2023-06-30 | $18M | 517k | 34.50 |
| 2023-03-31 | $17M | 513k | 33.48 |
| 2022-12-31 | $17M | 513k | 33.48 |
| 2022-09-30 | $15M | 501k | 29.61 |
| 2022-06-30 | $16M | 500k | 31.60 |
More positions owned by Capital Performance Advisors
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Top funds holding DFA Tax-Managed US Marketwide Value II
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