DFA Tax-Managed US Marketwide Value II shares owned by Lutz Financial Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services 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 Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 128k | 44.69 |
| 2025-06-30 | $5.5M | 131k | 42.28 |
| 2025-03-31 | $5.5M | 133k | 41.21 |
| 2024-12-31 | $5.6M | 137k | 40.92 |
| 2024-09-30 | $5.7M | 138k | 41.69 |
| 2024-06-30 | $5.4M | 138k | 39.27 |
| 2024-03-31 | $5.9M | 143k | 40.90 |
| 2023-12-31 | $5.3M | 144k | 37.22 |
| 2023-09-30 | $5.0M | 147k | 34.02 |
| 2023-06-30 | $5.1M | 149k | 34.50 |
| 2023-03-31 | $5.2M | 156k | 33.48 |
| 2022-12-31 | $5.3M | 158k | 33.48 |
| 2022-09-30 | $4.8M | 162k | 29.61 |
| 2022-06-30 | $5.2M | 166k | 31.60 |
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