DFA Tax-Managed US Marketwide Value II shares owned by Jackson Thornton Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Jackson Thornton Asset Management
from 13F filings
Historical chart of Jackson Thornton Asset Management 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 Jackson Thornton Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $72M | 1.7M | 41.69 |
| 2024-06-30 | $65M | 1.7M | 39.27 |
| 2024-03-31 | $64M | 1.6M | 40.90 |
| 2023-12-31 | $59M | 1.6M | 37.22 |
| 2023-09-30 | $56M | 1.7M | 34.02 |
| 2023-06-30 | $58M | 1.7M | 34.50 |
| 2023-03-31 | $53M | 1.6M | 33.48 |
| 2022-12-31 | $53M | 1.6M | 33.48 |
| 2022-09-30 | $47M | 1.6M | 29.61 |
| 2022-06-30 | $48M | 1.5M | 31.60 |
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