DFA Tax-Managed US Marketwide Value II shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $382k | 8.5k | 44.69 |
| 2025-06-30 | $361k | 8.5k | 42.28 |
| 2025-03-31 | $352k | 8.5k | 41.21 |
| 2024-12-31 | $349k | 8.5k | 40.92 |
| 2024-09-30 | $356k | 8.5k | 41.69 |
| 2024-06-30 | $335k | 8.5k | 39.27 |
| 2024-03-31 | $349k | 8.5k | 40.90 |
| 2023-12-31 | $318k | 8.5k | 37.22 |
| 2023-09-30 | $291k | 8.5k | 34.02 |
| 2023-06-30 | $295k | 8.5k | 34.50 |
| 2023-03-31 | $286k | 8.5k | 33.48 |
| 2022-12-31 | $286k | 8.5k | 33.48 |
| 2022-09-30 | $253k | 8.5k | 29.63 |
| 2022-06-30 | $270k | 8.5k | 31.62 |
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