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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

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Krilogy Financial

Quarter filed Position value Share count Share price at filing
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