DFA Tax-Managed US Marketwide Value II shares owned by DiNuzzo Private Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by DiNuzzo Private Wealth
from 13F filings
Historical chart of DiNuzzo Private Wealth 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 DiNuzzo Private Wealth 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 DiNuzzo Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 471k | 44.44 |
| 2025-06-30 | $20M | 472k | 42.28 |
| 2025-03-31 | $20M | 479k | 41.21 |
| 2024-12-31 | $20M | 482k | 40.92 |
| 2024-09-30 | $20M | 490k | 41.69 |
| 2024-06-30 | $19M | 495k | 39.27 |
| 2024-03-31 | $20M | 500k | 40.90 |
| 2023-12-31 | $19M | 501k | 37.22 |
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