DFA Tax-Managed US Marketwide Value II shares owned by Level Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level 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 Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 198k | 44.69 |
| 2025-06-30 | $8.4M | 200k | 42.28 |
| 2025-03-31 | $8.2M | 200k | 41.21 |
| 2024-12-31 | $8.2M | 200k | 40.92 |
| 2024-09-30 | $8.4M | 202k | 41.69 |
| 2024-06-30 | $8.1M | 206k | 39.27 |
| 2024-03-31 | $8.5M | 209k | 40.90 |
| 2023-12-31 | $7.8M | 209k | 37.22 |
| 2023-09-30 | $7.2M | 213k | 34.02 |
| 2023-06-30 | $7.3M | 211k | 34.50 |
| 2023-03-31 | $7.3M | 217k | 33.48 |
| 2022-12-31 | $7.3M | 219k | 33.48 |
| 2022-09-30 | $6.6M | 222k | 29.61 |
| 2022-06-30 | $7.1M | 224k | 31.60 |
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