DFA Tax-Managed US Marketwide Value II shares owned by CI Private Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth 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 CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294M | 6.6M | 44.62 |
| 2025-06-30 | $349M | 8.3M | 42.28 |
| 2025-03-31 | $434M | 11M | 41.21 |
| 2024-12-31 | $440M | 11M | 40.92 |
| 2024-09-30 | $454M | 11M | 41.69 |
| 2024-06-30 | $430M | 11M | 39.27 |
| 2024-03-31 | $449M | 11M | 40.90 |
| 2023-12-31 | $412M | 11M | 37.22 |
| 2023-09-30 | $379M | 11M | 34.02 |
| 2023-06-30 | $387M | 11M | 34.50 |
| 2023-03-31 | $384M | 12M | 33.48 |
| 2022-12-31 | $384M | 12M | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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