DFA Tax-Managed US Marketwide Value II shares owned by Financeware
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Financeware
from 13F filings
Historical chart of Financeware 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 Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $256k | 6.1k | 41.69 |
| 2024-06-30 | $241k | 6.1k | 39.27 |
| 2024-03-31 | $328k | 8.0k | 40.90 |
| 2023-12-31 | $325k | 8.7k | 37.22 |
| 2023-09-30 | $296k | 8.7k | 34.02 |
| 2023-06-30 | $299k | 8.7k | 34.50 |
| 2023-03-31 | $282k | 8.4k | 33.48 |
| 2022-12-31 | $289k | 8.6k | 33.48 |
| 2022-06-30 | $201k | 6.4k | 31.54 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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