DFA Tax-Managed US Marketwide Value II shares owned by Orion Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Orion Capital Management
from 13F filings
Historical chart of Orion Capital Management investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Orion Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Orion Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $99k | 2.7k | 37.22 |
| 2023-09-30 | $91k | 2.7k | 34.02 |
| 2023-03-31 | $93k | 2.8k | 33.48 |
| 2022-12-31 | $92k | 2.8k | 33.48 |
| 2022-09-30 | $90k | 3.0k | 29.72 |
| 2022-06-30 | $121k | 3.8k | 31.54 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II