DFA Tax-Managed US Marketwide Value II shares owned by Porter White Investment Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Porter White Investment Advisors
from 13F filings
Historical chart of Porter White Investment Advisors 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 Porter White Investment Advisors 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 Porter White Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 965k | 44.69 |
| 2025-06-30 | $40M | 954k | 42.28 |
| 2025-03-31 | $40M | 958k | 41.17 |
| 2024-12-31 | $40M | 966k | 40.92 |
| 2024-09-30 | $40M | 968k | 41.69 |
| 2024-06-30 | $38M | 962k | 39.27 |
| 2024-03-31 | $39M | 962k | 40.90 |
| 2023-12-31 | $35M | 936k | 37.22 |
| 2023-09-30 | $32M | 943k | 34.02 |
| 2023-06-30 | $32M | 920k | 34.50 |
| 2023-03-31 | $31M | 910k | 33.48 |
| 2022-12-31 | $31M | 923k | 33.48 |
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