DFA Tax-Managed US Marketwide Value II shares owned by Collective Family Office
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Collective Family Office
from 13F filings
Historical chart of Collective Family Office 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 Collective Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $567k | 14k | 40.92 |
| 2024-09-30 | $578k | 14k | 41.69 |
| 2024-06-30 | $545k | 14k | 39.27 |
| 2024-03-31 | $567k | 14k | 40.90 |
| 2023-12-31 | $516k | 14k | 37.22 |
| 2023-09-30 | $472k | 14k | 34.02 |
| 2023-06-30 | $478k | 14k | 34.50 |
| 2023-03-31 | $464k | 14k | 33.48 |
| 2022-12-31 | $464k | 14k | 33.48 |
| 2022-09-30 | $411k | 14k | 29.64 |
| 2022-06-30 | $438k | 14k | 31.59 |
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