DFA Tax-Managed US Marketwide Value II shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.2M | 133k | 39.27 |
| 2024-03-31 | $5.6M | 136k | 40.90 |
| 2023-12-31 | $7.0M | 189k | 37.22 |
| 2023-09-30 | $6.5M | 190k | 34.02 |
| 2023-06-30 | $4.6M | 132k | 34.50 |
| 2023-03-31 | $4.8M | 143k | 33.48 |
| 2022-12-31 | $4.6M | 137k | 33.48 |
| 2022-09-30 | $4.1M | 138k | 29.61 |
| 2022-06-30 | $4.2M | 134k | 31.60 |
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