DFA Tax-Managed US Marketwide Value II shares owned by Helen Stephens Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Helen Stephens Group
from 13F filings
Historical chart of Helen Stephens Group 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 Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 33k | 44.69 |
| 2023-03-31 | $1.7M | 52k | 33.48 |
| 2022-12-31 | $1.7M | 52k | 33.48 |
| 2022-09-30 | $1.5M | 52k | 29.61 |
| 2022-06-30 | $1.6M | 52k | 31.60 |
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