DFA Tax-Managed US Marketwide Value II shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $863k | 21k | 40.92 |
| 2024-09-30 | $877k | 21k | 41.69 |
| 2024-06-30 | $824k | 21k | 39.27 |
| 2024-03-31 | $862k | 21k | 40.90 |
| 2023-12-31 | $793k | 21k | 37.22 |
| 2023-09-30 | $723k | 21k | 34.02 |
| 2023-06-30 | $746k | 22k | 34.50 |
| 2023-03-31 | $708k | 21k | 33.48 |
| 2022-12-31 | $722k | 22k | 33.48 |
| 2022-09-30 | $597k | 20k | 29.59 |
| 2022-06-30 | $636k | 20k | 31.62 |
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