DFA Tax-Managed US Marketwide Value II shares owned by Dynamic Advisors Solutions
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Dynamic Advisors Solutions
from 13F filings
Historical chart of Dynamic Advisors Solutions 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 Dynamic Advisors Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Dynamic Advisors Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $15M | 370k | 40.92 |
2024-09-30 | $15M | 362k | 41.69 |
2024-06-30 | $14M | 350k | 39.27 |
2024-03-31 | $9.2M | 224k | 40.90 |
2023-12-31 | $7.8M | 210k | 36.98 |
2023-09-30 | $6.2M | 183k | 34.02 |
2023-06-30 | $3.7M | 108k | 34.50 |
2023-03-31 | $2.7M | 82k | 33.48 |
2022-12-31 | $1.0M | 31k | 33.48 |
2022-09-30 | $656k | 22k | 29.63 |
2022-06-30 | $608k | 19k | 31.61 |
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