DFA Tax-Managed US Marketwide Value II shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166k | 3.7k | 44.69 |
| 2025-06-30 | $157k | 3.7k | 42.28 |
| 2025-03-31 | $153k | 3.7k | 41.21 |
| 2024-12-31 | $152k | 3.7k | 40.92 |
| 2024-09-30 | $155k | 3.7k | 41.69 |
| 2024-06-30 | $146k | 3.7k | 39.27 |
| 2024-03-31 | $182k | 4.4k | 40.90 |
| 2023-12-31 | $175k | 4.7k | 37.22 |
| 2023-09-30 | $160k | 4.7k | 34.02 |
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