DFA Tax-Managed US Marketwide Value II shares owned by Private Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Private Capital Management
from 13F filings
Historical chart of Private Capital Management 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 Private Capital Management 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 Private Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $181k | 4.4k | 40.92 |
| 2024-09-30 | $203k | 4.9k | 41.69 |
| 2024-06-30 | $192k | 4.9k | 39.27 |
| 2024-03-31 | $199k | 4.9k | 40.90 |
| 2023-12-31 | $182k | 4.9k | 37.22 |
| 2023-09-30 | $165k | 4.8k | 34.02 |
| 2023-06-30 | $167k | 4.8k | 34.50 |
| 2023-03-31 | $162k | 4.8k | 33.48 |
More positions owned by Private Capital Management
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Top funds holding DFA Tax-Managed US Marketwide Value II
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