DFA Tax-Managed US Marketwide Value II shares owned by Oakworth Capital
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Oakworth Capital
from 13F filings
Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $262k | 6.4k | 40.92 |
| 2024-09-30 | $267k | 6.4k | 41.69 |
| 2024-06-30 | $262k | 6.7k | 39.27 |
| 2024-03-31 | $262k | 6.4k | 40.90 |
| 2023-12-31 | $455k | 12k | 37.22 |
| 2023-09-30 | $416k | 12k | 34.02 |
| 2023-06-30 | $421k | 12k | 34.50 |
| 2023-03-31 | $409k | 12k | 33.48 |
| 2022-12-31 | $215k | 6.4k | 33.48 |
| 2022-09-30 | $190k | 6.4k | 29.63 |
| 2022-06-30 | $203k | 6.4k | 31.66 |
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