DFA Tax-Managed US Marketwide Value II shares owned by Glass Jacobson Investment Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Glass Jacobson Investment Advisors
from 13F filings
Historical chart of Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 67k | 41.69 |
| 2024-06-30 | $2.7M | 68k | 39.27 |
| 2024-03-31 | $2.8M | 69k | 40.90 |
| 2023-12-31 | $2.6M | 70k | 37.22 |
| 2023-09-30 | $2.4M | 71k | 34.02 |
| 2023-06-30 | $2.5M | 71k | 34.50 |
| 2022-12-31 | $2.4M | 72k | 33.48 |
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