DFA Tax-Managed US Marketwide Value II shares owned by JDM Financial Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by JDM Financial Group
from 13F filings
Historical chart of JDM Financial 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 JDM Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85k | 1.9k | 44.69 |
| 2025-06-30 | $80k | 1.9k | 42.28 |
| 2025-03-31 | $78k | 1.9k | 41.21 |
| 2024-12-31 | $78k | 1.9k | 40.92 |
| 2024-09-30 | $50k | 1.2k | 41.69 |
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