DFA Tax-Managed US Marketwide Value II shares owned by Chas. P. Smith & Associates, PA, CPA's
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Chas. P. Smith & Associates, PA, CPA's
from 13F filings
Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Chas. P. Smith & Associates, PA, CPA's consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Chas. P. Smith & Associates, PA, CPA's
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $870k | 21k | 42.28 |
| 2025-03-31 | $848k | 21k | 41.21 |
| 2024-12-31 | $842k | 21k | 40.92 |
| 2024-09-30 | $858k | 21k | 41.69 |
| 2024-06-30 | $808k | 21k | 39.27 |
| 2024-03-31 | $860k | 21k | 40.90 |
| 2023-12-31 | $783k | 21k | 37.24 |
| 2023-09-30 | $720k | 21k | 34.00 |
| 2023-06-30 | $764k | 22k | 34.49 |
| 2023-03-31 | $769k | 23k | 33.46 |
| 2022-12-31 | $769k | 23k | 33.46 |
| 2022-09-30 | $683k | 23k | 29.62 |
| 2022-06-30 | $732k | 23k | 31.60 |
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