DFA Tax-Managed US Marketwide Value II shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co 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 Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 7.2k | 44.69 |
| 2025-06-30 | $304k | 7.2k | 42.28 |
| 2025-03-31 | $296k | 7.2k | 41.21 |
| 2024-12-31 | $294k | 7.2k | 40.92 |
| 2024-09-30 | $300k | 7.2k | 41.69 |
| 2024-06-30 | $282k | 7.2k | 39.27 |
| 2024-03-31 | $294k | 7.2k | 40.90 |
| 2023-12-31 | $268k | 7.2k | 37.22 |
| 2023-09-30 | $245k | 7.2k | 34.02 |
| 2023-06-30 | $248k | 7.2k | 34.50 |
| 2023-03-31 | $241k | 7.2k | 33.48 |
| 2022-12-31 | $211k | 6.3k | 33.48 |
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