DFA Tax-Managed US Marketwide Value II shares owned by Liberty Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Liberty Capital Management
from 13F filings
Historical chart of Liberty Capital Management 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 Liberty Capital Management 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 Liberty Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $480k | 11k | 44.69 |
| 2025-06-30 | $454k | 11k | 42.28 |
| 2025-03-31 | $443k | 11k | 41.21 |
| 2024-12-31 | $440k | 11k | 40.92 |
| 2024-09-30 | $448k | 11k | 41.69 |
| 2024-06-30 | $422k | 11k | 39.27 |
| 2024-03-31 | $439k | 11k | 40.90 |
| 2023-12-31 | $400k | 11k | 37.22 |
| 2023-09-30 | $365k | 11k | 34.02 |
| 2023-06-30 | $371k | 11k | 34.50 |
More positions owned by Liberty Capital Management
Home Depot (HD)
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Top funds holding DFA Tax-Managed US Marketwide Value II
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