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Stonebridge Financial Group »

DFA Tax-Managed US Marketwide Value II shares owned by Stonebridge Financial Group

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Stonebridge Financial Group from 13F filings

Historical chart of Stonebridge 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 Stonebridge 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 Stonebridge Financial Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$266k	6.0k	44.69
2025-06-30	$252k	6.0k	42.28
2025-03-31	$245k	6.0k	41.21
2024-12-31	$244k	6.0k	40.92

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View all funds holding DFA Tax-Managed US Marketwide Value II

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