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DFA Tax-Managed US Marketwide Value II shares owned by Eaton Financial Holdings Company

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Eaton Financial Holdings Company from 13F filings

Historical chart of Eaton Financial Holdings Company investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Eaton Financial Holdings Company 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 Eaton Financial Holdings Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $734k 16k 44.69
2025-06-30 $692k 16k 42.28