DFA Tax-Managed US Marketwide Value II shares owned by Intelligent Financial Strategies
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Intelligent Financial Strategies
from 13F filings
Historical chart of Intelligent Financial Strategies 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 Intelligent Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 117k | 41.69 |
| 2024-06-30 | $4.7M | 120k | 39.27 |
| 2024-03-31 | $4.9M | 121k | 40.90 |
| 2023-12-31 | $4.6M | 124k | 37.22 |
| 2023-09-30 | $4.2M | 125k | 34.02 |
| 2023-06-30 | $4.3M | 126k | 34.50 |
| 2023-03-31 | $4.3M | 129k | 33.48 |
| 2022-12-31 | $4.5M | 135k | 33.48 |
| 2022-09-30 | $4.0M | 136k | 29.61 |
| 2022-06-30 | $4.5M | 144k | 31.60 |
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