DFA Tax-Managed US Marketwide Value II shares owned by One Degree Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by One Degree Advisors
from 13F filings
Historical chart of One Degree Advisors 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 One Degree Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 5.1k | 44.60 |
| 2025-06-30 | $216k | 5.1k | 42.15 |
| 2025-03-31 | $210k | 5.1k | 41.05 |
| 2024-12-31 | $218k | 5.1k | 42.68 |
| 2024-09-30 | $316k | 7.6k | 41.52 |
| 2024-06-30 | $298k | 7.6k | 39.22 |
| 2024-03-31 | $323k | 7.9k | 40.94 |
| 2023-12-31 | $294k | 7.9k | 37.30 |
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