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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All positions including DFA Tax-Managed US Marketwide Value II held by Cresset Asset Management 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 Cresset Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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