DFA Tax-Managed US Marketwide Value II shares owned by Financial Council Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Financial Council Asset Management
from 13F filings
Historical chart of Financial Council 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 Financial Council Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 25k | 44.69 |
| 2025-06-30 | $1.0M | 25k | 42.28 |
| 2025-03-31 | $1.0M | 25k | 41.21 |
| 2024-12-31 | $1.0M | 25k | 40.92 |
| 2024-09-30 | $1.0M | 25k | 41.69 |
| 2024-06-30 | $966k | 25k | 39.27 |
| 2024-03-31 | $1.0M | 25k | 40.90 |
| 2023-12-31 | $915k | 25k | 37.22 |
| 2023-09-30 | $836k | 25k | 34.02 |
| 2023-06-30 | $848k | 25k | 34.50 |
| 2023-03-31 | $823k | 25k | 33.48 |
| 2022-12-31 | $823k | 25k | 33.48 |
| 2022-09-30 | $728k | 25k | 29.61 |
| 2022-06-30 | $777k | 25k | 31.60 |
More positions owned by Financial Council Asset Management
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Top funds holding DFA Tax-Managed US Marketwide Value II
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