DFA Tax-Managed US Marketwide Value II shares owned by Smartleaf Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Smartleaf Asset Management
from 13F filings
Historical chart of Smartleaf Asset Management 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 Smartleaf Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 41k | 44.61 |
| 2025-06-30 | $1.7M | 40k | 42.15 |
| 2025-03-31 | $1.1M | 27k | 40.90 |
| 2024-12-31 | $1.1M | 27k | 40.78 |
| 2024-09-30 | $1.1M | 27k | 41.59 |
| 2024-06-30 | $1.1M | 27k | 39.06 |
| 2024-03-31 | $912k | 22k | 40.70 |
| 2023-12-31 | $785k | 21k | 37.42 |
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