DFA Tax-Managed US Marketwide Value II shares owned by SevenBridge Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by SevenBridge Financial
from 13F filings
Historical chart of SevenBridge Financial investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by SevenBridge Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $283k | 5.8k | 48.72 |
| 2025-09-30 | $265k | 5.8k | 45.71 |
| 2025-06-30 | $249k | 5.8k | 43.07 |
| 2025-03-31 | $237k | 5.7k | 41.20 |
| 2024-12-31 | $245k | 5.7k | 42.81 |
| 2024-09-30 | $250k | 5.7k | 43.87 |
| 2024-06-30 | $220k | 5.7k | 38.81 |
| 2024-03-31 | $221k | 5.6k | 39.21 |
| 2023-12-31 | $209k | 5.6k | 37.22 |
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