DFA Tax-Managed US Marketwide Value II shares owned by Plan
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Plan
from 13F filings
Historical chart of Plan 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 Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $270M | 6.5M | 41.69 |
| 2024-06-30 | $258M | 6.6M | 39.27 |
| 2024-03-31 | $272M | 6.7M | 40.90 |
| 2023-12-31 | $253M | 6.8M | 37.22 |
| 2023-09-30 | $232M | 6.8M | 34.02 |
| 2023-06-30 | $237M | 6.9M | 34.50 |
| 2023-03-31 | $231M | 6.9M | 33.48 |
| 2022-12-31 | $232M | 6.9M | 33.48 |
| 2022-09-30 | $206M | 7.0M | 29.61 |
| 2022-06-30 | $222M | 7.0M | 31.60 |
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