DFA Tax-Managed US Marketwide Value II shares owned by Silver Oak Advisory Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Silver Oak Advisory Group
from 13F filings
Historical chart of Silver Oak Advisory Group 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 Silver Oak Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 23k | 44.66 |
| 2025-06-30 | $989k | 23k | 42.25 |
| 2025-03-31 | $964k | 23k | 41.18 |
| 2024-12-31 | $1.1M | 28k | 40.91 |
| 2024-09-30 | $1.2M | 28k | 41.66 |
| 2024-06-30 | $1.2M | 30k | 39.24 |
| 2024-03-31 | $1.3M | 32k | 40.92 |
| 2023-12-31 | $1.2M | 32k | 37.21 |
| 2023-09-30 | $1.1M | 32k | 33.99 |
| 2023-06-30 | $1.1M | 32k | 34.50 |
| 2023-03-31 | $1.1M | 32k | 33.46 |
| 2022-12-31 | $1.1M | 32k | 33.47 |
| 2022-09-30 | $942k | 32k | 29.60 |
| 2022-06-30 | $922k | 29k | 31.58 |
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