DFA Tax-Managed US Marketwide Value II shares owned by Narus Financial Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Narus Financial Partners
from 13F filings
Historical chart of Narus Financial Partners 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 Narus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $718k | 17k | 42.28 |
| 2025-03-31 | $682k | 17k | 41.21 |
| 2024-12-31 | $689k | 17k | 40.92 |
| 2024-09-30 | $701k | 17k | 41.69 |
| 2024-06-30 | $674k | 17k | 39.27 |
| 2024-03-31 | $697k | 17k | 40.90 |
| 2023-12-31 | $634k | 17k | 37.22 |
| 2023-09-30 | $581k | 17k | 34.02 |
| 2023-06-30 | $589k | 17k | 34.50 |
| 2023-03-31 | $593k | 18k | 33.48 |
| 2022-12-31 | $593k | 18k | 33.48 |
| 2022-09-30 | $522k | 18k | 29.61 |
| 2022-06-30 | $493k | 16k | 31.60 |
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