DFA Tax-Managed US Marketwide Value II shares owned by Raymond James Financial Services Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Raymond James Financial Services Advisors
from 13F filings
Historical chart of Raymond James Financial Services 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 Raymond James Financial Services 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 Raymond James Financial Services Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46M | 1.1M | 41.69 |
| 2024-06-30 | $37M | 945k | 39.27 |
| 2024-03-31 | $38M | 929k | 40.90 |
| 2023-12-31 | $32M | 870k | 37.22 |
| 2023-09-30 | $28M | 830k | 34.02 |
| 2023-06-30 | $28M | 814k | 34.50 |
| 2023-03-31 | $26M | 780k | 33.48 |
| 2022-12-31 | $24M | 720k | 33.48 |
| 2022-09-30 | $19M | 652k | 29.61 |
| 2022-06-30 | $20M | 647k | 31.60 |
More positions owned by Raymond James Financial Services Advisors
Home Depot (HD)
View all positions for Raymond James Financial Services Advisors
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II