DFA Tax-Managed US Marketwide Value II shares owned by Leeward Financial Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Leeward Financial Partners
from 13F filings
Historical chart of Leeward Financial Partners 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 Leeward Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $343k | 7.7k | 44.69 |
| 2025-06-30 | $356k | 8.4k | 42.28 |
| 2025-03-31 | $280k | 6.8k | 41.21 |
| 2024-12-31 | $279k | 6.8k | 40.92 |
| 2024-09-30 | $284k | 6.8k | 41.69 |
| 2024-06-30 | $267k | 6.8k | 39.27 |
| 2024-03-31 | $278k | 6.8k | 40.90 |
| 2023-12-31 | $253k | 6.8k | 37.22 |
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