DFA Tax-Managed US Marketwide Value II shares owned by Creative Planning
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $228M | 5.5M | 41.69 |
| 2024-06-30 | $220M | 5.6M | 39.27 |
| 2024-03-31 | $171M | 4.2M | 40.90 |
| 2023-12-31 | $158M | 4.3M | 37.22 |
| 2023-09-30 | $147M | 4.3M | 34.02 |
| 2023-06-30 | $150M | 4.4M | 34.50 |
| 2023-03-31 | $147M | 4.4M | 33.48 |
| 2022-12-31 | $198M | 5.9M | 33.48 |
| 2022-09-30 | $74M | 2.5M | 29.61 |
| 2022-06-30 | $80M | 2.5M | 31.60 |
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