DFA Tax-Managed US Marketwide Value II shares owned by CFS Investment Advisory Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CFS Investment Advisory Services
from 13F filings
Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 76k | 45.13 |
| 2025-06-30 | $3.8M | 91k | 42.28 |
| 2025-03-31 | $3.9M | 96k | 41.20 |
| 2024-12-31 | $4.2M | 102k | 40.92 |
| 2024-09-30 | $4.3M | 102k | 41.69 |
| 2024-06-30 | $4.1M | 103k | 39.31 |
| 2024-03-31 | $4.1M | 101k | 40.90 |
| 2023-12-31 | $3.8M | 103k | 37.22 |
| 2023-09-30 | $3.4M | 101k | 34.02 |
| 2023-06-30 | $2.5M | 73k | 34.49 |
| 2023-03-31 | $2.3M | 68k | 33.48 |
| 2022-12-31 | $1.7M | 51k | 33.47 |
| 2022-09-30 | $220k | 7.4k | 29.60 |
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