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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

Tip: Access up to 7 years of quarterly data

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