DFA Tax-Managed US Marketwide Value II shares owned by Planning Center
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Planning Center consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 799k | 44.69 |
| 2025-06-30 | $34M | 797k | 42.28 |
| 2025-03-31 | $32M | 771k | 41.21 |
| 2024-12-31 | $32M | 775k | 40.92 |
| 2024-09-30 | $33M | 784k | 41.69 |
| 2024-06-30 | $30M | 773k | 39.27 |
| 2024-03-31 | $31M | 767k | 40.90 |
| 2023-12-31 | $30M | 801k | 37.22 |
| 2023-09-30 | $27M | 800k | 34.02 |
| 2023-06-30 | $28M | 801k | 34.50 |
| 2023-03-31 | $26M | 776k | 33.85 |
| 2022-12-31 | $28M | 839k | 33.48 |
| 2022-09-30 | $16M | 518k | 30.31 |
| 2022-06-30 | $15M | 491k | 31.41 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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