DFA Tax-Managed US Marketwide Value II shares owned by Family CFO
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Family CFO
from 13F filings
Historical chart of Family CFO 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 Family CFO
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 39k | 41.69 |
| 2024-06-30 | $1.5M | 38k | 39.27 |
| 2024-03-31 | $1.6M | 38k | 40.90 |
| 2023-12-31 | $1.4M | 38k | 37.22 |
| 2023-09-30 | $995k | 29k | 34.02 |
| 2023-06-30 | $798k | 23k | 34.50 |
| 2023-03-31 | $742k | 22k | 33.48 |
| 2022-12-31 | $670k | 20k | 33.48 |
| 2022-09-30 | $313k | 11k | 29.61 |
| 2022-06-30 | $334k | 11k | 31.60 |
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