DFA Tax-Managed US Marketwide Value II shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 143k | 44.69 |
| 2025-06-30 | $6.3M | 150k | 42.28 |
| 2025-03-31 | $6.2M | 150k | 41.21 |
| 2024-12-31 | $6.1M | 148k | 40.92 |
| 2024-09-30 | $6.3M | 150k | 41.69 |
| 2024-06-30 | $6.0M | 152k | 39.27 |
| 2024-03-31 | $6.3M | 153k | 40.90 |
| 2023-12-31 | $5.8M | 155k | 37.22 |
| 2023-09-30 | $5.2M | 154k | 34.02 |
| 2023-06-30 | $5.3M | 155k | 34.50 |
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