DFA Tax-Managed US Marketwide Value II shares owned by Investment Advisory Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 98k | 41.69 |
| 2024-06-30 | $3.8M | 98k | 39.27 |
| 2024-03-31 | $4.0M | 98k | 40.90 |
| 2023-12-31 | $3.6M | 98k | 37.22 |
| 2023-09-30 | $3.3M | 96k | 34.02 |
| 2023-06-30 | $2.9M | 84k | 34.50 |
| 2023-03-31 | $2.8M | 84k | 33.48 |
| 2022-12-31 | $2.2M | 66k | 33.48 |
| 2022-09-30 | $1.9M | 66k | 29.62 |
| 2022-06-30 | $2.0M | 65k | 31.58 |
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