DFA Tax-Managed US Marketwide Value II shares owned by Sandy Spring Bank
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Sandy Spring Bank
from 13F filings
Historical chart of Sandy Spring Bank 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 Sandy Spring Bank 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 Sandy Spring Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 329k | 41.69 |
| 2024-06-30 | $12M | 307k | 39.27 |
| 2024-03-31 | $11M | 278k | 40.90 |
| 2023-12-31 | $7.8M | 210k | 37.22 |
| 2023-09-30 | $5.5M | 163k | 34.02 |
| 2023-06-30 | $4.7M | 136k | 34.50 |
| 2023-03-31 | $4.5M | 133k | 33.48 |
| 2022-12-31 | $4.4M | 132k | 33.48 |
| 2022-09-30 | $4.0M | 135k | 29.61 |
| 2022-06-30 | $4.2M | 133k | 31.60 |
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