DFA Tax-Managed US Marketwide Value II shares owned by Cherrydale Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cherrydale Wealth Management
from 13F filings
Historical chart of Cherrydale 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 Cherrydale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $795k | 18k | 44.69 |
| 2025-06-30 | $758k | 18k | 42.28 |
| 2025-03-31 | $744k | 18k | 41.21 |
| 2024-12-31 | $737k | 18k | 40.92 |
| 2024-09-30 | $747k | 18k | 41.69 |
| 2024-06-30 | $701k | 18k | 39.27 |
| 2024-03-31 | $803k | 20k | 40.90 |
| 2023-12-31 | $996k | 27k | 37.22 |
| 2023-09-30 | $879k | 26k | 34.02 |
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