DFA Tax-Managed US Marketwide Value II shares owned by Elser Financial Planning
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Elser Financial Planning
from 13F filings
Historical chart of Elser Financial Planning 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 Elser Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 7.3k | 44.69 |
| 2025-06-30 | $310k | 7.3k | 42.28 |
| 2025-03-31 | $302k | 7.3k | 41.21 |
| 2024-12-31 | $40M | 986k | 40.92 |
| 2024-09-30 | $305k | 7.3k | 41.69 |
| 2024-06-30 | $37M | 952k | 39.27 |
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