DFA Tax-Managed US Marketwide Value II shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors 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 Plante Moran Financial Advisors 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 Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $729k | 18k | 41.69 |
| 2024-06-30 | $687k | 18k | 39.27 |
| 2024-03-31 | $715k | 18k | 40.90 |
| 2023-12-31 | $651k | 18k | 37.22 |
| 2023-09-30 | $595k | 18k | 34.02 |
| 2023-06-30 | $603k | 18k | 34.50 |
| 2023-03-31 | $636k | 19k | 33.48 |
| 2022-12-31 | $636k | 19k | 33.48 |
| 2022-09-30 | $563k | 19k | 29.63 |
| 2022-06-30 | $600k | 19k | 31.58 |
More positions owned by Plante Moran Financial Advisors
View all positions for Plante Moran Financial Advisors
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II