DFA Tax-Managed US Marketwide Value II shares owned by Pinnacle Financial Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pinnacle Financial Partners
from 13F filings
Historical chart of Pinnacle Financial Partners 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 Pinnacle Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Pinnacle Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $912k | 20k | 44.69 |
| 2025-06-30 | $862k | 20k | 42.28 |
| 2025-03-31 | $841k | 20k | 41.21 |
| 2024-12-31 | $835k | 20k | 40.92 |
| 2024-09-30 | $850k | 20k | 41.69 |
| 2024-06-30 | $801k | 20k | 39.27 |
| 2024-03-31 | $834k | 20k | 40.90 |
| 2023-12-31 | $759k | 20k | 37.22 |
More positions owned by Pinnacle Financial Partners
View all positions for Pinnacle Financial Partners
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II