DFA Tax-Managed US Marketwide Value II shares owned by Chicago Partners Investment
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Chicago Partners Investment
from 13F filings
Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 47k | 48.61 |
| 2025-09-30 | $2.1M | 48k | 45.06 |
| 2025-06-30 | $2.2M | 52k | 43.49 |
| 2025-03-31 | $2.0M | 51k | 39.68 |
| 2024-12-31 | $2.1M | 51k | 41.22 |
| 2024-09-30 | $2.0M | 48k | 41.93 |
| 2024-06-30 | $2.4M | 59k | 41.23 |
| 2024-03-31 | $2.4M | 60k | 39.53 |
| 2023-12-31 | $2.2M | 61k | 36.98 |
| 2023-09-30 | $2.1M | 64k | 32.53 |
| 2023-06-30 | $2.1M | 58k | 35.74 |
| 2023-03-31 | $2.1M | 62k | 33.72 |
| 2022-12-31 | $2.2M | 62k | 35.68 |
| 2022-09-30 | $1.6M | 47k | 33.78 |
| 2022-06-30 | $1.5M | 46k | 33.42 |
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