DFA Tax-Managed US Marketwide Value II shares owned by Root Financial Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $48M | 1.2M | 41.69 |
| 2024-06-30 | $32M | 808k | 39.27 |
| 2024-03-31 | $24M | 592k | 40.90 |
| 2023-12-31 | $17M | 458k | 37.22 |
| 2023-09-30 | $11M | 329k | 34.02 |
| 2023-06-30 | $8.4M | 245k | 34.50 |
| 2023-03-31 | $5.3M | 157k | 33.48 |
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