DFA Tax-Managed US Marketwide Value II shares owned by Clark Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Clark Asset Management
from 13F filings
Historical chart of Clark Asset 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 Clark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 55k | 46.59 |
| 2025-09-30 | $1.2M | 26k | 44.69 |
| 2025-06-30 | $1.1M | 26k | 42.28 |
| 2025-03-31 | $751k | 18k | 41.21 |
| 2024-09-30 | $655k | 16k | 41.69 |
| 2024-06-30 | $617k | 16k | 39.27 |
| 2024-03-31 | $642k | 16k | 40.90 |
| 2023-12-31 | $585k | 16k | 37.22 |
| 2023-09-30 | $534k | 16k | 34.02 |
| 2023-06-30 | $542k | 16k | 34.50 |
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