DFA Tax-Managed US Marketwide Value II shares owned by Strategic Investment Solutions
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Strategic Investment Solutions
from 13F filings
Historical chart of Strategic Investment Solutions 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 Strategic Investment Solutions 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 Strategic Investment Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 146k | 44.84 |
| 2025-06-30 | $7.1M | 168k | 42.29 |
| 2025-03-31 | $8.8M | 213k | 41.22 |
| 2024-12-31 | $11M | 264k | 40.93 |
| 2024-09-30 | $7.1M | 211k | 33.50 |
| 2024-06-30 | $9.0M | 218k | 41.31 |
| 2023-12-31 | $11M | 287k | 37.22 |
| 2023-09-30 | $240M | 6.7M | 35.74 |
| 2023-06-30 | $3.1M | 94k | 32.65 |
| 2023-03-31 | $9.1M | 273k | 33.48 |
| 2022-12-31 | $10M | 278k | 35.83 |
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