DFA Tax-Managed US Marketwide Value II shares owned by McLean Asset Management Corp
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by McLean Asset Management Corp
from 13F filings
Historical chart of McLean Asset Management Corp 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 McLean Asset Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 633k | 45.07 |
| 2025-06-30 | $29M | 675k | 42.96 |
| 2025-03-31 | $25M | 685k | 36.25 |
| 2024-12-31 | $29M | 705k | 40.92 |
| 2024-09-30 | $30M | 714k | 41.86 |
| 2024-06-30 | $28M | 721k | 39.39 |
| 2024-03-31 | $29M | 721k | 40.48 |
| 2023-12-31 | $27M | 742k | 36.98 |
| 2023-09-30 | $25M | 745k | 33.92 |
| 2023-06-30 | $26M | 765k | 34.50 |
| 2023-03-31 | $26M | 778k | 33.48 |
| 2022-12-31 | $30M | 889k | 33.48 |
| 2022-09-30 | $27M | 873k | 30.69 |
| 2022-06-30 | $28M | 875k | 31.41 |
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