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DFA Tax-Managed US Marketwide Value II shares owned by Kings Path Partners

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kings Path Partners from 13F filings

Historical chart of Kings Path Partners investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Kings Path Partners 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 Kings Path Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2k 101 41.69
2024-06-30 $4.0k 101 39.27