DFA Tax-Managed US Marketwide Value II shares owned by Pacific Center for Financial Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pacific Center for Financial Services
from 13F filings
Historical chart of Pacific Center for Financial Services 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 Pacific Center for Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127k | 2.8k | 44.69 |
| 2025-06-30 | $120k | 2.8k | 42.28 |
| 2025-03-31 | $117k | 2.8k | 41.21 |
| 2024-12-31 | $116k | 2.8k | 40.92 |
| 2024-09-30 | $119k | 2.8k | 41.69 |
| 2024-06-30 | $112k | 2.8k | 39.27 |
| 2024-03-31 | $116k | 2.8k | 40.90 |
| 2023-12-31 | $106k | 2.8k | 37.22 |
| 2023-09-30 | $97k | 2.8k | 34.02 |
| 2023-06-30 | $98k | 2.8k | 34.50 |
| 2023-03-31 | $95k | 2.8k | 33.48 |
| 2022-09-30 | $84k | 2.8k | 29.56 |
| 2022-06-30 | $90k | 2.8k | 31.67 |
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