DFA Tax-Managed US Marketwide Value II shares owned by CRA Financial Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CRA Financial Services
from 13F filings
Historical chart of CRA Financial Services 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 CRA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $833k | 19k | 44.69 |
| 2025-06-30 | $788k | 19k | 42.28 |
| 2025-03-31 | $769k | 19k | 41.21 |
| 2024-12-31 | $374k | 9.1k | 40.92 |
| 2024-09-30 | $381k | 9.1k | 41.69 |
| 2024-06-30 | $361k | 9.2k | 39.27 |
| 2024-03-31 | $396k | 9.7k | 40.90 |
| 2023-12-31 | $366k | 9.8k | 37.22 |
| 2023-09-30 | $334k | 9.8k | 34.02 |
| 2023-06-30 | $339k | 9.8k | 34.50 |
| 2023-03-31 | $329k | 9.8k | 33.48 |
| 2022-12-31 | $277k | 8.3k | 33.48 |
| 2022-09-30 | $207k | 7.0k | 29.67 |
| 2022-06-30 | $220k | 7.0k | 31.54 |
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