DFA Tax-Managed US Marketwide Value II shares owned by Pineridge Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pineridge Advisors
from 13F filings
Historical chart of Pineridge 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 Pineridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23k | 505 | 44.67 |
| 2025-06-30 | $21k | 503 | 42.24 |
| 2025-03-31 | $21k | 500 | 41.23 |
| 2024-12-31 | $20k | 498 | 40.94 |
| 2024-09-30 | $21k | 496 | 41.70 |
| 2024-06-30 | $19k | 494 | 39.27 |
| 2024-03-31 | $20k | 494 | 40.90 |
| 2023-12-31 | $18k | 494 | 37.22 |
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