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 |
---|---|---|---|
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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