DFA Tax-Managed US Marketwide Value II shares owned by Mather Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Mather Group
from 13F filings
Historical chart of Mather 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 Mather Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 342k | 41.69 |
| 2024-06-30 | $19M | 463k | 40.90 |
| 2024-03-31 | $16M | 439k | 37.22 |
| 2023-12-31 | $17M | 442k | 37.22 |
| 2023-09-30 | $16M | 470k | 34.02 |
| 2023-06-30 | $13M | 370k | 34.50 |
| 2023-03-31 | $12M | 357k | 33.48 |
| 2022-12-31 | $12M | 357k | 33.48 |
| 2022-09-30 | $8.9M | 301k | 29.61 |
| 2022-06-30 | $8.5M | 269k | 31.60 |
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