DFA Tax-Managed US Marketwide Value II shares owned by Cresset Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management 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 Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 63k | 44.69 |
| 2025-06-30 | $1.8M | 43k | 42.28 |
| 2025-03-31 | $4.0M | 96k | 41.21 |
| 2024-12-31 | $4.1M | 100k | 40.92 |
| 2024-09-30 | $6.0M | 144k | 41.69 |
| 2024-06-30 | $5.9M | 151k | 39.27 |
| 2024-03-31 | $6.2M | 151k | 40.90 |
| 2023-12-31 | $5.6M | 151k | 37.22 |
| 2023-09-30 | $5.4M | 160k | 34.02 |
| 2023-06-30 | $6.1M | 177k | 34.50 |
| 2023-03-31 | $5.9M | 175k | 33.48 |
| 2022-12-31 | $5.8M | 175k | 32.89 |
| 2022-09-30 | $5.2M | 177k | 29.61 |
| 2022-06-30 | $5.7M | 180k | 31.60 |
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