DFA Tax-Managed US Marketwide Value II shares owned by Newton One Investments
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments 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 Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 8.4k | 44.69 |
| 2025-06-30 | $353k | 8.4k | 42.28 |
| 2025-03-31 | $343k | 8.3k | 41.21 |
| 2024-12-31 | $339k | 8.3k | 40.92 |
| 2024-09-30 | $330k | 7.9k | 41.69 |
| 2024-06-30 | $309k | 7.9k | 39.27 |
| 2024-03-31 | $335k | 8.2k | 40.90 |
| 2023-12-31 | $316k | 8.5k | 37.22 |
| 2023-09-30 | $288k | 8.5k | 34.02 |
| 2023-06-30 | $292k | 8.5k | 34.50 |
| 2023-03-31 | $283k | 8.5k | 33.48 |
| 2022-12-31 | $321k | 9.6k | 33.48 |
| 2022-09-30 | $284k | 9.6k | 29.64 |
| 2022-06-30 | $303k | 9.6k | 31.62 |
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