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 Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Krilogy Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $652k | 15k | 44.66 |
| 2025-06-30 | $467k | 11k | 42.28 |
| 2025-03-31 | $455k | 11k | 41.21 |
| 2024-12-31 | $451k | 11k | 40.92 |
| 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 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II