DFA Tax-Managed US Marketwide Value II shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial Partners 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 Cedar Brook Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $291k | 7.1k | 40.90 |
| 2023-12-31 | $262k | 7.1k | 36.80 |
| 2023-09-30 | $252k | 7.4k | 34.02 |
| 2023-06-30 | $250k | 7.2k | 34.50 |
| 2023-03-31 | $241k | 7.2k | 33.48 |
| 2022-12-31 | $244k | 7.3k | 33.48 |
| 2022-09-30 | $215k | 7.3k | 29.61 |
| 2022-06-30 | $228k | 7.2k | 31.56 |
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