DFA Tax-Managed US Marketwide Value II shares owned by Eldridge Investment Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Eldridge Investment Advisors
from 13F filings
Historical chart of Eldridge Investment Advisors 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 Eldridge Investment Advisors 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 Eldridge Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 29k | 40.90 |
| 2024-09-30 | $1.2M | 29k | 41.68 |
| 2024-06-30 | $1.1M | 29k | 39.26 |
| 2024-03-31 | $1.2M | 29k | 40.90 |
| 2023-12-31 | $1.1M | 29k | 37.23 |
| 2023-09-30 | $1.1M | 34k | 34.03 |
| 2023-06-30 | $1.2M | 34k | 34.49 |
| 2023-03-31 | $1.3M | 39k | 33.49 |
| 2022-12-31 | $1.2M | 36k | 33.48 |
| 2022-09-30 | $661k | 22k | 29.59 |
| 2022-06-30 | $327k | 10k | 31.62 |
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