DFA Tax-Managed US Marketwide Value II shares owned by Lauterbach Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Lauterbach Financial Advisors
from 13F filings
Historical chart of Lauterbach Financial Advisors investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Lauterbach Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 269k | 41.69 |
| 2024-06-30 | $11M | 267k | 39.46 |
| 2024-03-31 | $11M | 261k | 40.90 |
| 2023-12-31 | $11M | 297k | 37.22 |
| 2023-09-30 | $10M | 296k | 34.02 |
| 2023-06-30 | $10M | 297k | 34.50 |
| 2023-03-31 | $10M | 298k | 33.48 |
| 2022-12-31 | $9.9M | 297k | 33.48 |
| 2022-09-30 | $8.7M | 294k | 29.61 |
| 2022-06-30 | $9.4M | 299k | 31.60 |
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