DFA Tax-Managed US Marketwide Value II shares owned by IFG Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by IFG Advisors
from 13F filings
Historical chart of IFG 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 IFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 41k | 44.69 |
| 2025-06-30 | $1.7M | 41k | 42.28 |
| 2025-03-31 | $1.7M | 42k | 41.21 |
| 2024-12-31 | $1.7M | 42k | 40.92 |
| 2024-09-30 | $1.2M | 29k | 41.69 |
| 2024-06-30 | $1.1M | 29k | 39.27 |
| 2024-03-31 | $715k | 18k | 40.90 |
| 2023-12-31 | $544k | 15k | 37.22 |
| 2023-09-30 | $499k | 15k | 34.02 |
| 2023-06-30 | $458k | 13k | 34.50 |
| 2023-03-31 | $445k | 13k | 33.48 |
| 2022-12-31 | $456k | 14k | 33.48 |
| 2022-09-30 | $414k | 14k | 29.58 |
| 2022-06-30 | $442k | 14k | 31.61 |
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