DFA Tax-Managed US Marketwide Value II shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors 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 Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $203k | 4.4k | 46.59 |
| 2025-03-31 | $246k | 6.0k | 41.21 |
| 2024-12-31 | $244k | 6.0k | 40.92 |
| 2024-09-30 | $249k | 6.0k | 41.69 |
| 2024-06-30 | $234k | 6.0k | 39.27 |
| 2024-03-31 | $244k | 6.0k | 40.90 |
| 2023-09-30 | $208k | 6.1k | 34.02 |
| 2023-06-30 | $211k | 6.1k | 34.50 |
| 2023-03-31 | $205k | 6.1k | 33.48 |
| 2022-12-31 | $205k | 6.1k | 33.48 |
More positions owned by Perennial Investment Advisors
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