DFA Tax-Managed US Marketwide Value II shares owned by Key FInancial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Key FInancial
from 13F filings
Historical chart of Key FInancial 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 Key FInancial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $776k | 17k | 44.73 |
| 2025-06-30 | $734k | 17k | 42.28 |
| 2025-03-31 | $715k | 17k | 41.21 |
| 2024-12-31 | $710k | 17k | 40.92 |
| 2024-09-30 | $723k | 17k | 41.69 |
| 2024-06-30 | $681k | 17k | 39.27 |
| 2024-03-31 | $710k | 17k | 40.90 |
| 2023-12-31 | $646k | 17k | 37.22 |
| 2023-09-30 | $590k | 17k | 34.02 |
| 2023-06-30 | $599k | 17k | 34.50 |
| 2023-03-31 | $581k | 17k | 33.48 |
| 2022-12-31 | $514k | 17k | 29.61 |
| 2022-09-30 | $514k | 17k | 29.62 |
| 2022-06-30 | $551k | 17k | 31.76 |
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