DFA Tax-Managed US Marketwide Value II shares owned by Oxford Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial 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 Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $640k | 14k | 44.69 |
| 2025-06-30 | $606k | 14k | 42.28 |
| 2025-03-31 | $591k | 14k | 41.21 |
| 2024-12-31 | $586k | 14k | 40.92 |
| 2024-09-30 | $597k | 14k | 41.69 |
| 2024-03-31 | $586k | 14k | 40.90 |
| 2023-12-31 | $533k | 14k | 37.22 |
| 2023-09-30 | $488k | 14k | 34.02 |
| 2023-06-30 | $494k | 14k | 34.50 |
| 2023-03-31 | $480k | 14k | 33.48 |
| 2022-12-31 | $480k | 14k | 33.48 |
| 2022-09-30 | $424k | 14k | 29.59 |
| 2022-06-30 | $453k | 14k | 31.61 |
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