DFA Tax-Managed US Marketwide Value II shares owned by Disciplined Equity Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Disciplined Equity Management
from 13F filings
Historical chart of Disciplined Equity 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 Disciplined Equity 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 Disciplined Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 688k | 41.69 |
| 2024-06-30 | $27M | 690k | 39.27 |
| 2024-03-31 | $28M | 679k | 40.90 |
| 2023-12-31 | $24M | 650k | 37.22 |
| 2023-09-30 | $20M | 592k | 34.02 |
| 2023-06-30 | $21M | 601k | 34.50 |
| 2023-03-31 | $20M | 598k | 33.48 |
| 2022-12-31 | $20M | 585k | 33.48 |
| 2022-09-30 | $17M | 589k | 29.61 |
| 2022-06-30 | $18M | 578k | 31.60 |
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