DFA Tax-Managed US Marketwide Value II shares owned by Phillips Financial Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management 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 Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 24k | 44.69 |
| 2025-06-30 | $999k | 24k | 42.28 |
| 2025-03-31 | $970k | 24k | 41.21 |
| 2024-12-31 | $960k | 24k | 40.92 |
| 2024-09-30 | $976k | 23k | 41.69 |
| 2024-06-30 | $916k | 23k | 39.27 |
| 2024-03-31 | $951k | 23k | 40.90 |
| 2023-12-31 | $871k | 23k | 37.22 |
| 2023-09-30 | $794k | 23k | 34.02 |
| 2023-06-30 | $802k | 23k | 34.50 |
| 2023-03-31 | $776k | 23k | 33.48 |
| 2022-12-31 | $773k | 23k | 33.48 |
| 2022-09-30 | $819k | 28k | 29.62 |
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