DFA Tax-Managed US Marketwide Value II shares owned by Efficient Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Efficient Advisors
from 13F filings
Historical chart of Efficient 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 Efficient Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $439k | 11k | 41.69 |
| 2024-06-30 | $416k | 11k | 39.27 |
| 2024-03-31 | $439k | 11k | 40.90 |
| 2023-12-31 | $424k | 11k | 37.22 |
| 2023-09-30 | $525k | 15k | 34.02 |
| 2023-06-30 | $527k | 15k | 34.50 |
| 2023-03-31 | $324k | 9.7k | 33.48 |
| 2022-12-31 | $304k | 9.1k | 33.48 |
| 2022-09-30 | $454k | 15k | 29.59 |
| 2022-06-30 | $476k | 15k | 31.60 |
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