DFA Tax-Managed US Marketwide Value II shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management 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 Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 745k | 44.69 |
| 2025-06-30 | $1.3B | 32M | 42.28 |
| 2025-03-31 | $1.3B | 31M | 41.21 |
| 2024-12-31 | $1.4B | 34M | 40.92 |
| 2024-09-30 | $1.4B | 33M | 41.69 |
| 2024-06-30 | $1.1B | 27M | 39.27 |
| 2024-03-31 | $982M | 24M | 40.90 |
| 2023-09-30 | $603M | 18M | 34.02 |
| 2023-06-30 | $557M | 16M | 34.50 |
| 2023-03-31 | $363M | 11M | 33.48 |
| 2022-12-31 | $307M | 9.2M | 33.48 |
| 2022-09-30 | $227M | 7.7M | 29.61 |
| 2022-06-30 | $233M | 7.4M | 31.60 |
More positions owned by Envestnet Asset Management
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