DFA Tax-Managed US Marketwide Value II shares owned by Lockerman Financial Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Lockerman Financial Group
from 13F filings
Historical chart of Lockerman Financial Group 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 Lockerman Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $263k | 6.4k | 40.92 |
| 2024-09-30 | $268k | 6.4k | 41.69 |
| 2024-06-30 | $268k | 6.8k | 39.27 |
| 2024-03-31 | $279k | 6.8k | 40.90 |
| 2023-12-31 | $254k | 6.8k | 37.22 |
| 2023-09-30 | $232k | 6.8k | 34.02 |
| 2023-06-30 | $235k | 6.8k | 34.50 |
| 2023-03-31 | $228k | 6.8k | 33.48 |
| 2022-12-31 | $228k | 6.8k | 33.48 |
| 2022-09-30 | $202k | 6.8k | 29.55 |
| 2022-06-30 | $216k | 6.8k | 31.67 |
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