DFA Tax-Managed US Marketwide Value II shares owned by Francis Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial 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 Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 55k | 41.69 |
| 2024-06-30 | $2.2M | 57k | 39.27 |
| 2024-03-31 | $2.5M | 62k | 40.90 |
| 2023-12-31 | $2.6M | 69k | 37.22 |
| 2023-09-30 | $2.7M | 81k | 34.02 |
| 2023-06-30 | $3.4M | 99k | 34.50 |
| 2023-03-31 | $5.2M | 155k | 33.48 |
| 2022-12-31 | $6.0M | 178k | 33.48 |
| 2022-09-30 | $5.1M | 173k | 29.61 |
| 2022-06-30 | $5.6M | 172k | 32.70 |
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