DFA Tax-Managed US Marketwide Value II shares owned by Grey Fox Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Grey Fox Wealth Advisors
from 13F filings
Historical chart of Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 5.0k | 44.69 |
| 2025-06-30 | $209k | 4.9k | 42.28 |
| 2025-03-31 | $203k | 4.9k | 41.21 |
| 2024-12-31 | $200k | 4.9k | 40.92 |
| 2024-09-30 | $206k | 4.9k | 41.69 |
| 2024-03-31 | $200k | 4.9k | 40.90 |
| 2023-03-31 | $161k | 4.8k | 33.48 |
| 2022-12-31 | $160k | 4.8k | 33.48 |
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