DFA Tax-Managed US Marketwide Value II shares owned by M Financial Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by M Financial Asset Management
from 13F filings
Historical chart of M Financial Asset Management 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 M Financial Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.1M | 147k | 41.69 |
| 2024-06-30 | $7.3M | 187k | 39.27 |
| 2024-03-31 | $8.6M | 210k | 40.90 |
| 2023-12-31 | $7.8M | 210k | 37.22 |
| 2023-09-30 | $7.1M | 210k | 34.02 |
| 2023-06-30 | $7.9M | 228k | 34.50 |
| 2023-03-31 | $6.2M | 186k | 33.48 |
| 2022-12-31 | $6.3M | 186k | 33.62 |
| 2022-09-30 | $5.4M | 184k | 29.61 |
| 2022-06-30 | $3.4M | 109k | 31.60 |
More positions owned by M Financial Asset Management
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Top funds holding DFA Tax-Managed US Marketwide Value II
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