DFA Tax-Managed US Marketwide Value II shares owned by Gleason Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Gleason Group
from 13F filings
Historical chart of Gleason Group 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 Gleason Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Gleason Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 780 | 44.70 |
| 2025-06-30 | $40k | 934 | 42.27 |
| 2025-03-31 | $44k | 1.1k | 41.22 |
| 2024-12-31 | $50k | 1.2k | 40.92 |
| 2024-09-30 | $51k | 1.2k | 41.69 |
| 2024-06-30 | $47k | 1.2k | 39.27 |
| 2024-03-31 | $50k | 1.2k | 40.91 |
| 2023-12-31 | $46k | 1.2k | 37.22 |
| 2023-09-30 | $42k | 1.2k | 34.02 |
| 2023-06-30 | $42k | 1.2k | 34.50 |
| 2023-03-31 | $41k | 1.2k | 33.48 |
| 2022-12-31 | $41k | 1.2k | 33.48 |
| 2022-09-30 | $36k | 1.2k | 29.34 |
| 2022-06-30 | $39k | 1.2k | 31.78 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II