DFA Tax-Managed US Marketwide Value II shares owned by Steele Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Steele Capital Management
from 13F filings
Historical chart of Steele Capital Management 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 Steele Capital Management 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 Steele Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $472k | 11k | 44.69 |
| 2025-06-30 | $447k | 11k | 42.28 |
| 2025-03-31 | $435k | 11k | 41.21 |
| 2024-06-30 | $387k | 9.8k | 39.27 |
| 2024-03-31 | $403k | 9.8k | 40.90 |
| 2023-12-31 | $367k | 9.8k | 37.22 |
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