DFA Tax-Managed US Marketwide Value II shares owned by Pathstone Family Office
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $39M | 1.2M | 34.02 |
| 2023-06-30 | $48M | 1.4M | 34.50 |
| 2023-03-31 | $47M | 1.4M | 33.48 |
| 2022-12-31 | $48M | 1.4M | 33.48 |
| 2022-09-30 | $42M | 1.4M | 29.61 |
| 2022-06-30 | $45M | 1.4M | 31.60 |
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