DFA Tax-Managed US Marketwide Value II shares owned by Red Tortoise
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Red Tortoise
from 13F filings
Historical chart of Red Tortoise investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Red Tortoise
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $744k | 18k | 41.69 |
| 2024-06-30 | $701k | 18k | 39.27 |
| 2024-03-31 | $730k | 18k | 40.90 |
| 2023-12-31 | $665k | 18k | 37.22 |
| 2023-09-30 | $608k | 18k | 34.02 |
| 2023-06-30 | $616k | 18k | 34.50 |
| 2023-03-31 | $616k | 18k | 33.48 |
| 2022-12-31 | $616k | 18k | 33.48 |
| 2022-06-30 | $581k | 18k | 31.59 |
| 2021-09-30 | $545k | 18k | 29.63 |
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