DFA Tax-Managed US Marketwide Value II shares owned by Shore Point Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Shore Point Advisors
from 13F filings
Historical chart of Shore Point Advisors 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 Shore Point Advisors 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 Shore Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $631k | 14k | 44.69 |
| 2025-06-30 | $593k | 14k | 42.28 |
| 2025-03-31 | $566k | 14k | 41.21 |
| 2024-12-31 | $549k | 13k | 40.92 |
| 2024-09-30 | $549k | 13k | 41.69 |
| 2024-06-30 | $518k | 13k | 39.27 |
| 2024-03-31 | $540k | 13k | 40.90 |
| 2023-12-31 | $428k | 12k | 37.22 |
| 2023-09-30 | $363k | 11k | 34.02 |
| 2023-06-30 | $365k | 11k | 34.50 |
| 2023-03-31 | $351k | 11k | 33.48 |
| 2022-12-31 | $215k | 6.4k | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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