DFA Tax-Managed US Marketwide Value II shares owned by Schoolcraft Capital
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Schoolcraft Capital
from 13F filings
Historical chart of Schoolcraft Capital 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 Schoolcraft Capital 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 Schoolcraft Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47M | 1.0M | 44.69 |
| 2025-06-30 | $45M | 1.1M | 42.28 |
| 2025-03-31 | $45M | 1.1M | 41.21 |
| 2024-12-31 | $45M | 1.1M | 40.92 |
| 2024-09-30 | $45M | 1.1M | 41.69 |
| 2024-06-30 | $43M | 1.1M | 39.27 |
| 2024-03-31 | $42M | 1.0M | 40.90 |
| 2023-12-31 | $39M | 1.0M | 37.22 |
| 2023-09-30 | $36M | 1.1M | 34.02 |
| 2023-06-30 | $37M | 1.1M | 34.50 |
| 2023-03-31 | $37M | 1.1M | 33.48 |
| 2022-12-31 | $37M | 1.1M | 33.48 |
| 2022-09-30 | $30M | 1.0M | 29.61 |
| 2022-06-30 | $31M | 979k | 31.60 |
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