DFA Tax-Managed US Marketwide Value II shares owned by Morgan Stanley
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley 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 Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 267k | 42.28 |
| 2024-12-31 | $7.8M | 191k | 40.92 |
| 2024-09-30 | $5.3M | 127k | 41.69 |
| 2024-06-30 | $4.6M | 116k | 39.27 |
| 2024-03-31 | $4.5M | 111k | 40.90 |
| 2023-12-31 | $3.6M | 96k | 37.22 |
| 2023-09-30 | $2.9M | 87k | 34.02 |
| 2023-06-30 | $2.7M | 79k | 34.50 |
| 2022-12-31 | $2.1M | 63k | 33.48 |
| 2022-06-30 | $1.8M | 56k | 31.61 |
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