DFA Tax-Managed US Marketwide Value II shares owned by Grandfield & Dodd
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Grandfield & Dodd
from 13F filings
Historical chart of Grandfield & Dodd 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 Grandfield & Dodd
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 6.6k | 44.69 |
| 2025-06-30 | $278k | 6.6k | 42.28 |
| 2025-03-31 | $297k | 7.2k | 41.21 |
| 2024-12-31 | $295k | 7.2k | 40.92 |
| 2024-09-30 | $301k | 7.2k | 41.69 |
| 2024-06-30 | $283k | 7.2k | 39.27 |
| 2024-03-31 | $353k | 8.6k | 40.90 |
| 2023-12-31 | $321k | 8.6k | 37.22 |
| 2023-09-30 | $294k | 8.6k | 34.02 |
| 2023-06-30 | $305k | 8.8k | 34.50 |
| 2023-03-31 | $334k | 10k | 33.48 |
| 2022-12-31 | $355k | 11k | 33.48 |
| 2022-09-30 | $310k | 11k | 29.27 |
| 2022-06-30 | $330k | 11k | 31.16 |
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