DFA Tax-Managed US Marketwide Value II shares owned by Five Oceans Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Five Oceans Advisors
from 13F filings
Historical chart of Five Oceans Advisors 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 Five Oceans Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Five Oceans Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 7.9k | 44.69 |
| 2025-06-30 | $335k | 7.9k | 42.28 |
| 2025-03-31 | $227k | 5.5k | 41.21 |
| 2024-12-31 | $236k | 5.8k | 40.92 |
| 2024-09-30 | $241k | 5.8k | 41.69 |
| 2024-06-30 | $222k | 5.6k | 39.27 |
| 2024-03-31 | $239k | 5.8k | 40.90 |
| 2023-12-31 | $217k | 5.8k | 37.22 |
| 2023-09-30 | $202k | 5.9k | 34.02 |
| 2023-06-30 | $205k | 5.9k | 34.50 |
| 2023-03-31 | $546k | 16k | 33.48 |
| 2022-12-31 | $518k | 16k | 33.48 |
| 2022-09-30 | $455k | 15k | 29.58 |
| 2022-06-30 | $482k | 15k | 31.61 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II