DFA Tax-Managed US Marketwide Value II shares owned by Colonial Trust Co / SC
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Colonial Trust Co / SC
from 13F filings
Historical chart of Colonial Trust Co / SC 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 Colonial Trust Co / SC 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 Colonial Trust Co / SC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 17k | 44.69 |
| 2025-06-30 | $715k | 17k | 42.28 |
| 2025-03-31 | $697k | 17k | 41.21 |
| 2024-12-31 | $397k | 9.7k | 40.92 |
| 2024-09-30 | $455k | 11k | 41.69 |
| 2024-03-31 | $447k | 11k | 40.90 |
| 2023-12-31 | $410k | 11k | 37.22 |
| 2023-09-30 | $375k | 11k | 34.02 |
| 2023-06-30 | $420k | 12k | 34.50 |
| 2023-03-31 | $425k | 13k | 33.48 |
| 2022-12-31 | $425k | 13k | 33.48 |
| 2022-09-30 | $373k | 13k | 29.62 |
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