DFA Tax-Managed US Marketwide Value II shares owned by Essential Planning
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 6.1k | 44.69 |
| 2025-06-30 | $258k | 6.1k | 42.28 |
| 2025-03-31 | $250k | 6.1k | 41.21 |
| 2024-12-31 | $17M | 392k | 42.43 |
| 2024-09-30 | $251k | 6.0k | 41.69 |
| 2024-06-30 | $236k | 6.0k | 39.27 |
| 2024-03-31 | $222k | 6.0k | 37.22 |
| 2023-09-30 | $202k | 5.9k | 34.02 |
| 2023-06-30 | $204k | 5.9k | 34.50 |
| 2023-03-31 | $210k | 6.3k | 33.48 |
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