DFA Tax-Managed US Marketwide Value II shares owned by LRI Investments
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by LRI Investments
from 13F filings
Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 548k | 44.69 |
| 2025-06-30 | $23M | 550k | 42.28 |
| 2025-03-31 | $22M | 530k | 41.21 |
| 2024-12-31 | $916k | 22k | 40.92 |
| 2024-09-30 | $968k | 22k | 43.26 |
| 2024-06-30 | $346k | 8.8k | 39.27 |
| 2024-03-31 | $361k | 8.8k | 40.90 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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