DFA Tax-Managed US Marketwide Value II shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure 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 Pure 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 Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $827k | 19k | 44.69 |
| 2025-06-30 | $757k | 18k | 42.28 |
| 2025-03-31 | $737k | 18k | 41.21 |
| 2024-12-31 | $731k | 18k | 40.92 |
| 2024-09-30 | $744k | 18k | 41.69 |
| 2024-06-30 | $565k | 14k | 39.27 |
| 2024-03-31 | $654k | 16k | 40.90 |
| 2023-12-31 | $507k | 14k | 37.22 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II