DFA Tax-Managed US Marketwide Value II shares owned by Paladin Advisory Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Paladin Advisory Group
from 13F filings
Historical chart of Paladin Advisory Group 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 Paladin Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 621 | 44.69 |
| 2025-06-30 | $26k | 621 | 42.28 |
| 2025-03-31 | $26k | 621 | 41.21 |
| 2024-12-31 | $25k | 621 | 40.92 |
| 2024-09-30 | $26k | 621 | 41.69 |
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