DFA Tax-Managed US Marketwide Value II shares owned by Stifel Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial 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 Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 475k | 44.69 |
| 2025-06-30 | $20M | 472k | 42.28 |
| 2025-03-31 | $19M | 456k | 41.21 |
| 2024-12-31 | $18M | 448k | 40.92 |
| 2024-09-30 | $19M | 445k | 41.69 |
| 2024-06-30 | $17M | 444k | 39.27 |
| 2024-03-31 | $18M | 436k | 40.90 |
| 2023-12-31 | $16M | 433k | 37.22 |
| 2023-09-30 | $1.8M | 54k | 34.02 |
| 2023-06-30 | $2.9M | 83k | 34.50 |
| 2023-03-31 | $1.8M | 53k | 33.48 |
| 2022-12-31 | $2.2M | 65k | 33.48 |
| 2022-09-30 | $1.5M | 49k | 29.55 |
| 2022-06-30 | $1.6M | 50k | 31.59 |
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