DFA Tax-Managed US Marketwide Value II shares owned by CVA Family Office
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CVA Family Office
from 13F filings
Historical chart of CVA Family Office 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 CVA Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $422k | 10k | 40.92 |
| 2024-09-30 | $471k | 11k | 41.69 |
| 2024-06-30 | $441k | 11k | 39.27 |
| 2024-03-31 | $458k | 11k | 40.90 |
| 2023-12-31 | $415k | 11k | 37.22 |
| 2023-09-30 | $378k | 11k | 34.02 |
| 2023-06-30 | $381k | 11k | 34.50 |
| 2023-03-31 | $368k | 11k | 33.48 |
| 2022-12-31 | $366k | 11k | 33.48 |
| 2022-09-30 | $323k | 11k | 29.63 |
| 2022-06-30 | $343k | 11k | 31.63 |
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