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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly 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 |
---|---|---|---|
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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