DFA Tax-Managed US Marketwide Value II shares owned by Krilogy Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Krilogy Financial
from 13F filings
Historical chart of Krilogy Financial 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 Krilogy Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Krilogy Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $459k | 11k | 41.69 |
2024-06-30 | $432k | 11k | 39.27 |
2023-06-30 | $350k | 10k | 34.50 |
2023-03-31 | $339k | 10k | 33.48 |
2022-12-31 | $312k | 9.3k | 33.48 |
2022-09-30 | $262k | 8.8k | 29.61 |
2022-06-30 | $279k | 8.8k | 31.56 |
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