DFA Tax-Managed US Marketwide Value II shares owned by Parkside Financial Bank & Trust
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Parkside Financial Bank & Trust
from 13F filings
Historical chart of Parkside Financial Bank & Trust investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Parkside Financial Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Parkside Financial Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 33k | 41.69 |
| 2024-06-30 | $1.2M | 31k | 39.27 |
| 2024-03-31 | $1.0M | 25k | 40.90 |
| 2023-12-31 | $1.0M | 27k | 37.22 |
| 2023-09-30 | $996k | 29k | 34.02 |
| 2023-06-30 | $927k | 27k | 34.50 |
| 2023-03-31 | $900k | 27k | 33.48 |
| 2022-12-31 | $896k | 27k | 33.48 |
| 2022-09-30 | $725k | 25k | 29.61 |
| 2022-06-30 | $774k | 25k | 31.61 |
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