DFA Tax-Managed US Marketwide Value II shares owned by Clarity Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Clarity Capital Advisors
from 13F filings
Historical chart of Clarity Capital Advisors 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 Clarity Capital Advisors 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 Clarity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 57k | 44.69 |
| 2025-06-30 | $2.7M | 64k | 42.28 |
| 2025-03-31 | $2.7M | 65k | 41.21 |
| 2024-12-31 | $2.8M | 69k | 40.92 |
| 2024-09-30 | $2.9M | 69k | 41.69 |
| 2024-06-30 | $2.7M | 69k | 39.27 |
| 2024-03-31 | $2.8M | 70k | 40.90 |
| 2023-12-31 | $2.9M | 79k | 37.22 |
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