DFA Tax-Managed US Marketwide Value II shares owned by Gradient Investments
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments 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 Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $421k | 9.4k | 44.69 |
| 2025-06-30 | $399k | 9.4k | 42.28 |
| 2025-03-31 | $389k | 9.4k | 41.21 |
| 2024-12-31 | $386k | 9.4k | 40.92 |
| 2024-09-30 | $402k | 9.6k | 41.69 |
| 2024-06-30 | $370k | 9.4k | 39.27 |
| 2024-03-31 | $386k | 9.4k | 40.90 |
| 2023-12-31 | $353k | 9.5k | 37.22 |
| 2023-09-30 | $321k | 9.4k | 34.02 |
| 2023-06-30 | $325k | 9.4k | 34.50 |
| 2023-03-31 | $316k | 9.4k | 33.48 |
| 2022-12-31 | $316k | 9.4k | 33.48 |
| 2022-09-30 | $279k | 9.4k | 29.60 |
| 2022-06-30 | $315k | 10k | 31.57 |
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