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
Tip: Access up to 7 years of quarterly data
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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 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 |
More positions owned by Samalin Investment Counsel
View all positions for Samalin Investment Counsel
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II