DFA Tax-Managed US Marketwide Value II shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory 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 Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 239k | 44.69 |
| 2025-06-30 | $20M | 471k | 42.28 |
| 2025-03-31 | $21M | 506k | 41.21 |
| 2024-12-31 | $21M | 501k | 40.92 |
| 2024-09-30 | $20M | 490k | 41.69 |
| 2024-06-30 | $19M | 478k | 39.27 |
| 2024-03-31 | $19M | 467k | 40.90 |
| 2023-09-30 | $16M | 462k | 34.02 |
| 2023-06-30 | $15M | 448k | 34.50 |
| 2023-03-31 | $15M | 443k | 33.48 |
| 2022-12-31 | $15M | 440k | 33.48 |
| 2022-09-30 | $12M | 398k | 29.61 |
| 2022-06-30 | $11M | 356k | 31.60 |
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