DFA Tax-Managed US Marketwide Value II shares owned by Foster Dykema Cabot & Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Foster Dykema Cabot & Partners
from 13F filings
Historical chart of Foster Dykema Cabot & Partners investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Foster Dykema Cabot & Partners 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 Foster Dykema Cabot & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 2.5k | 44.69 |
| 2025-06-30 | $107k | 2.5k | 42.28 |
| 2025-03-31 | $206k | 5.0k | 41.21 |
| 2024-12-31 | $205k | 5.0k | 40.92 |
| 2024-09-30 | $209k | 5.0k | 41.69 |
| 2024-03-31 | $205k | 5.0k | 40.90 |
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