DFA Tax-Managed US Marketwide Value II shares owned by Kuehl Shepherd Kozlowski & Associates
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kuehl Shepherd Kozlowski & Associates
from 13F filings
Historical chart of Kuehl Shepherd Kozlowski & Associates investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Kuehl Shepherd Kozlowski & Associates 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 Kuehl Shepherd Kozlowski & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 26k | 40.63 |
| 2024-09-30 | $1.2M | 28k | 41.50 |
| 2024-06-30 | $1.1M | 28k | 39.27 |
| 2024-03-31 | $1.1M | 28k | 40.90 |
| 2023-12-31 | $1.0M | 28k | 37.39 |
| 2023-09-30 | $928k | 28k | 33.46 |
| 2023-06-30 | $991k | 28k | 35.85 |
| 2023-03-31 | $891k | 28k | 32.35 |
| 2022-12-31 | $820k | 23k | 35.52 |
| 2022-09-30 | $532k | 17k | 31.71 |
| 2022-06-30 | $265k | 8.1k | 32.63 |
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