DFA Tax-Managed US Marketwide Value II shares owned by Maryland Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Maryland Capital Advisors
from 13F filings
Historical chart of Maryland Capital Advisors 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 Maryland Capital Advisors 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 Maryland Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 6.7k | 44.69 |
| 2025-06-30 | $284k | 6.7k | 42.28 |
| 2025-03-31 | $277k | 6.7k | 41.21 |
| 2024-12-31 | $275k | 6.7k | 40.92 |
| 2024-09-30 | $280k | 6.7k | 41.69 |
| 2024-06-30 | $264k | 6.7k | 39.27 |
| 2024-03-31 | $275k | 6.7k | 40.90 |
| 2023-12-31 | $250k | 6.7k | 37.22 |
| 2023-09-30 | $228k | 6.7k | 34.02 |
| 2023-06-30 | $232k | 6.7k | 34.50 |
| 2023-03-31 | $225k | 6.7k | 33.48 |
| 2022-12-31 | $225k | 6.7k | 33.48 |
| 2022-09-30 | $199k | 6.7k | 29.64 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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