DFA Tax-Managed US Marketwide Value II shares owned by Pasadena Private Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pasadena Private Wealth
from 13F filings
Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 7.7k | 44.69 |
| 2025-06-30 | $324k | 7.7k | 42.28 |
| 2025-03-31 | $315k | 7.7k | 41.21 |
| 2024-12-31 | $313k | 7.7k | 40.92 |
| 2024-09-30 | $319k | 7.7k | 41.69 |
| 2024-06-30 | $301k | 7.7k | 39.27 |
| 2024-03-31 | $313k | 7.7k | 40.90 |
| 2023-12-31 | $285k | 7.7k | 37.22 |
| 2023-09-30 | $260k | 7.7k | 34.02 |
| 2023-06-30 | $264k | 7.7k | 34.50 |
| 2023-03-31 | $256k | 7.7k | 33.48 |
| 2022-12-31 | $255k | 7.6k | 33.48 |
| 2022-09-30 | $225k | 7.6k | 29.66 |
| 2022-06-30 | $239k | 7.5k | 31.66 |
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