DFA Tax-Managed US Marketwide Value II shares owned by Summit Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management 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 Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 9.0k | 44.69 |
| 2025-06-30 | $381k | 9.0k | 42.28 |
| 2025-03-31 | $369k | 9.0k | 41.21 |
| 2024-12-31 | $365k | 8.9k | 40.92 |
| 2024-09-30 | $370k | 8.9k | 41.69 |
| 2024-06-30 | $347k | 8.8k | 39.27 |
| 2024-03-31 | $360k | 8.8k | 40.90 |
| 2023-12-31 | $327k | 8.8k | 37.22 |
| 2023-09-30 | $297k | 8.7k | 34.02 |
| 2023-06-30 | $300k | 8.7k | 34.50 |
| 2023-03-31 | $290k | 8.7k | 33.48 |
| 2022-12-31 | $288k | 8.6k | 33.48 |
| 2022-09-30 | $254k | 8.6k | 29.60 |
| 2022-06-30 | $270k | 8.5k | 31.64 |
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