DFA Tax-Managed US Marketwide Value II shares owned by Central Trust & Investment
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Central Trust & Investment
from 13F filings
Historical chart of Central Trust & Investment 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 Central Trust & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.1M | 57k | 55.01 |
| 2026-03-31 | $961k | 20k | 48.46 |
| 2025-12-31 | $924k | 20k | 46.59 |
| 2025-09-30 | $886k | 20k | 44.69 |
| 2025-06-30 | $838k | 20k | 42.28 |
| 2025-03-31 | $550k | 13k | 41.21 |
| 2024-12-31 | $568k | 14k | 40.92 |
| 2024-09-30 | $578k | 14k | 41.69 |
| 2024-06-30 | $545k | 14k | 39.27 |
| 2024-03-31 | $576k | 14k | 40.90 |
| 2023-12-31 | $524k | 14k | 37.22 |
| 2023-09-30 | $479k | 14k | 34.02 |
| 2023-06-30 | $486k | 14k | 34.50 |
| 2023-03-31 | $471k | 14k | 33.48 |
| 2022-12-31 | $471k | 14k | 33.48 |
| 2022-09-30 | $270k | 8.5k | 31.59 |
| 2022-06-30 | $270k | 8.5k | 31.59 |
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