DFA Tax-Managed US Marketwide Value II shares owned by Cardiff Park Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cardiff Park Advisors
from 13F filings
Historical chart of Cardiff Park Advisors 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 Cardiff Park Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31M | 751k | 40.90 |
| 2023-12-31 | $28M | 755k | 37.22 |
| 2023-09-30 | $26M | 756k | 34.02 |
| 2023-06-30 | $26M | 758k | 34.50 |
| 2023-03-31 | $25M | 759k | 33.48 |
| 2022-12-31 | $25M | 755k | 33.48 |
| 2022-09-30 | $23M | 768k | 29.61 |
| 2022-06-30 | $24M | 746k | 31.60 |
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