DFA Tax-Managed US Marketwide Value II shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors 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 Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 129k | 41.69 |
| 2024-06-30 | $5.1M | 130k | 39.27 |
| 2024-03-31 | $5.3M | 130k | 40.90 |
| 2023-12-31 | $4.8M | 130k | 37.22 |
| 2023-09-30 | $4.6M | 135k | 34.02 |
| 2023-06-30 | $4.6M | 134k | 34.50 |
| 2023-03-31 | $4.5M | 134k | 33.48 |
| 2022-12-31 | $4.3M | 128k | 33.48 |
| 2022-09-30 | $3.3M | 113k | 29.61 |
| 2022-06-30 | $2.4M | 77k | 31.61 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II