DFA Tax-Managed US Marketwide Value II shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth 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 Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 81k | 45.13 |
| 2025-06-30 | $2.3M | 54k | 42.52 |
| 2025-03-31 | $2.2M | 57k | 38.37 |
| 2024-12-31 | $2.9M | 70k | 40.92 |
| 2024-09-30 | $3.0M | 72k | 41.69 |
| 2024-06-30 | $2.9M | 71k | 40.48 |
| 2024-03-31 | $2.9M | 73k | 39.16 |
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