DFA Tax-Managed US Marketwide Value II shares owned by Sittner & Nelson
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Sittner & Nelson
from 13F filings
Historical chart of Sittner & Nelson investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Sittner & Nelson consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Sittner & Nelson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $165k | 3.7k | 44.69 |
| 2025-06-30 | $156k | 3.7k | 42.28 |
| 2025-03-31 | $186k | 4.5k | 41.21 |
| 2024-12-31 | $105k | 2.6k | 40.92 |
| 2024-09-30 | $107k | 2.6k | 41.69 |
| 2024-06-30 | $101k | 2.6k | 39.27 |
| 2024-03-31 | $105k | 2.6k | 40.90 |
| 2023-09-30 | $87k | 2.6k | 34.02 |
| 2023-06-30 | $89k | 2.6k | 34.50 |
| 2023-03-31 | $86k | 2.6k | 33.48 |
| 2022-12-31 | $86k | 2.6k | 33.48 |
| 2022-09-30 | $76k | 2.6k | 29.63 |
| 2022-06-30 | $81k | 2.6k | 31.58 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II