DFA Tax-Managed US Marketwide Value II shares owned by Intrua Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Intrua Financial
from 13F filings
Historical chart of Intrua Financial 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 Intrua Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 5.9k | 44.69 |
| 2025-06-30 | $251k | 5.9k | 42.28 |
| 2025-03-31 | $244k | 5.9k | 41.21 |
| 2024-12-31 | $279k | 6.8k | 40.92 |
| 2024-09-30 | $291k | 7.0k | 41.69 |
| 2024-06-30 | $274k | 7.0k | 39.27 |
| 2024-03-31 | $285k | 7.0k | 40.90 |
| 2023-12-31 | $260k | 7.0k | 37.22 |
| 2023-09-30 | $237k | 7.0k | 34.02 |
| 2023-06-30 | $241k | 7.0k | 34.50 |
| 2023-03-31 | $227k | 7.0k | 32.52 |
| 2022-12-31 | $239k | 7.0k | 34.19 |
| 2022-09-30 | $207k | 7.0k | 29.67 |
| 2022-06-30 | $220k | 7.0k | 31.53 |
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