DFA Tax-Managed US Marketwide Value II shares owned by Claris Advisors, Llc / Mo /
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Claris Advisors, Llc / Mo /
from 13F filings
Historical chart of Claris Advisors, Llc / Mo / 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 Claris Advisors, Llc / Mo / 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 Claris Advisors, Llc / Mo /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 394k | 42.28 |
| 2025-06-30 | $17M | 394k | 42.28 |
| 2025-03-31 | $18M | 426k | 41.21 |
| 2024-12-31 | $16M | 393k | 40.92 |
| 2024-09-30 | $16M | 392k | 41.69 |
| 2024-06-30 | $15M | 385k | 39.27 |
| 2024-03-31 | $16M | 391k | 40.90 |
| 2023-12-31 | $15M | 391k | 37.22 |
| 2023-09-30 | $13M | 394k | 34.02 |
| 2023-06-30 | $13M | 385k | 34.50 |
| 2023-03-31 | $13M | 381k | 33.48 |
| 2022-12-31 | $13M | 375k | 33.48 |
| 2022-09-30 | $11M | 379k | 29.61 |
| 2022-06-30 | $12M | 371k | 31.60 |
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