DFA Tax-Managed US Marketwide Value II shares owned by Continuum Advisory
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory 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 Continuum Advisory 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 Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $207k | 4.4k | 46.59 |
| 2025-03-31 | $183k | 4.4k | 41.21 |
| 2024-12-31 | $182k | 4.4k | 40.92 |
| 2024-09-30 | $192k | 4.4k | 43.26 |
| 2024-06-30 | $174k | 4.4k | 39.27 |
| 2024-03-31 | $178k | 4.4k | 39.96 |
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