DFA Tax-Managed US Marketwide Value II shares owned by Steward Financial Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Steward Financial Group
from 13F filings
Historical chart of Steward Financial Group 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 Steward Financial Group 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 Steward Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $20M | 574k | 34.02 |
| 2023-06-30 | $19M | 551k | 34.50 |
| 2023-03-31 | $18M | 532k | 33.48 |
| 2022-12-31 | $17M | 497k | 33.48 |
| 2022-09-30 | $15M | 498k | 29.61 |
| 2022-06-30 | $16M | 497k | 31.60 |
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