DFA Tax-Managed US Marketwide Value II shares owned by Garde Capital
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Garde Capital
from 13F filings
Historical chart of Garde Capital 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 Garde Capital 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 Garde Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 27k | 42.28 |
| 2025-03-31 | $1.1M | 27k | 41.21 |
| 2024-12-31 | $1.1M | 27k | 40.91 |
| 2024-09-30 | $1.1M | 27k | 41.69 |
| 2024-06-30 | $1.0M | 27k | 39.29 |
| 2024-03-31 | $1.1M | 27k | 40.87 |
| 2023-12-31 | $990k | 27k | 37.22 |
| 2023-09-30 | $905k | 27k | 34.03 |
| 2023-06-30 | $918k | 27k | 34.51 |
| 2023-03-31 | $891k | 27k | 33.50 |
| 2022-12-31 | $891k | 27k | 33.50 |
| 2022-09-30 | $788k | 27k | 29.63 |
| 2022-06-30 | $840k | 27k | 31.58 |
| 2022-03-31 | $959k | 27k | 36.05 |
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