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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Garde Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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