DFA Tax-Managed US Marketwide Value II shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel 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 Samalin Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 38k | 44.69 |
| 2025-06-30 | $1.5M | 37k | 42.28 |
| 2025-03-31 | $1.4M | 34k | 41.21 |
| 2024-12-31 | $1.2M | 28k | 40.92 |
| 2024-09-30 | $977k | 23k | 41.69 |
| 2024-06-30 | $913k | 23k | 39.27 |
| 2024-03-31 | $954k | 23k | 40.90 |
| 2023-09-30 | $718k | 21k | 34.02 |
| 2023-06-30 | $635k | 18k | 34.50 |
| 2023-03-31 | $582k | 17k | 33.48 |
| 2022-12-31 | $520k | 16k | 33.48 |
| 2022-09-30 | $228k | 7.7k | 29.65 |
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