DFA Tax-Managed US Marketwide Value II shares owned by Kades & Cheifetz
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kades & Cheifetz
from 13F filings
Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $404k | 9.7k | 41.69 |
| 2024-06-30 | $408k | 10k | 39.27 |
| 2024-03-31 | $423k | 10k | 40.90 |
| 2023-12-31 | $384k | 10k | 37.22 |
| 2023-09-30 | $349k | 10k | 34.02 |
| 2023-06-30 | $353k | 10k | 34.50 |
| 2023-03-31 | $342k | 10k | 33.48 |
| 2022-12-31 | $342k | 10k | 33.48 |
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