DFA Tax-Managed US Marketwide Value II shares owned by Grunden Financial Advisory
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Grunden Financial Advisory
from 13F filings
Historical chart of Grunden Financial Advisory 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 Grunden Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 396k | 44.69 |
| 2025-06-30 | $16M | 379k | 42.28 |
| 2025-03-31 | $16M | 384k | 41.21 |
| 2024-12-31 | $16M | 400k | 40.92 |
| 2024-09-30 | $17M | 404k | 41.69 |
| 2024-06-30 | $16M | 398k | 39.27 |
| 2024-03-31 | $16M | 397k | 40.90 |
| 2023-12-31 | $15M | 404k | 37.22 |
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Top funds holding DFA Tax-Managed US Marketwide Value II
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