DFA Tax-Managed US Marketwide Value II shares owned by Stephenson National Bank & Trust
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Stephenson National Bank & Trust
from 13F filings
Historical chart of Stephenson National Bank & Trust 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 Stephenson National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 446 | 44.69 |
| 2025-06-30 | $19k | 446 | 42.28 |
| 2025-03-31 | $18k | 446 | 41.21 |
| 2024-12-31 | $18k | 446 | 40.92 |
| 2024-09-30 | $19k | 446 | 41.69 |
| 2024-06-30 | $18k | 446 | 39.27 |
| 2024-03-31 | $18k | 446 | 40.90 |
| 2023-12-31 | $17k | 446 | 37.22 |
| 2023-09-30 | $26k | 772 | 34.02 |
| 2023-06-30 | $27k | 772 | 34.50 |
| 2023-03-31 | $56k | 1.7k | 33.48 |
| 2022-12-31 | $56k | 1.7k | 33.78 |
| 2022-09-30 | $49k | 1.7k | 29.55 |
| 2022-06-30 | $52k | 1.7k | 31.36 |
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