DFA Tax-Managed US Marketwide Value II shares owned by Dean, Jacobson Financial Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Dean, Jacobson Financial Services
from 13F filings
Historical chart of Dean, Jacobson 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 Dean, Jacobson Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $211k | 5.1k | 41.69 |
| 2024-03-31 | $207k | 5.1k | 40.90 |
| 2023-09-30 | $248k | 7.3k | 34.02 |
| 2023-06-30 | $251k | 7.3k | 34.50 |
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Home Depot (HD)
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