DFA Tax-Managed US Marketwide Value II shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates 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 Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $342k | 7.3k | 46.59 |
| 2025-09-30 | $328k | 7.3k | 44.69 |
| 2025-06-30 | $311k | 7.3k | 42.28 |
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