Everhart Financial Group »

DFA Tax-Managed US Marketwide Value II shares owned by Everhart Financial Group

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Everhart Financial Group 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 5.5k 46.59
2025-09-30 $247k 5.5k 44.69
2025-06-30 $233k 5.5k 42.28
2025-03-31 $230k 5.6k 41.21

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