DFA Tax-Managed US Marketwide Value II shares owned by IFG Advisory
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG 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 IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 28k | 44.69 |
| 2025-06-30 | $1.2M | 28k | 42.28 |
| 2025-03-31 | $1.1M | 27k | 41.21 |
| 2024-12-31 | $1.1M | 27k | 40.92 |
| 2024-09-30 | $1.1M | 28k | 41.69 |
| 2024-06-30 | $1.1M | 28k | 39.27 |
| 2024-03-31 | $1.2M | 28k | 40.90 |
| 2023-12-31 | $901k | 24k | 37.22 |
| 2023-09-30 | $808k | 24k | 34.02 |
| 2023-06-30 | $806k | 23k | 34.50 |
| 2023-03-31 | $783k | 23k | 33.48 |
| 2022-12-31 | $801k | 24k | 33.46 |
| 2022-09-30 | $1.1M | 38k | 29.59 |
| 2022-06-30 | $749k | 24k | 31.59 |
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