DFA Tax-Managed US Marketwide Value II shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 97k | 44.69 |
| 2025-06-30 | $4.1M | 97k | 42.28 |
| 2025-03-31 | $4.0M | 97k | 41.21 |
| 2024-12-31 | $4.0M | 98k | 40.92 |
| 2024-09-30 | $4.1M | 98k | 41.69 |
| 2024-06-30 | $3.9M | 98k | 39.27 |
| 2024-03-31 | $4.0M | 99k | 40.90 |
| 2023-09-30 | $3.4M | 99k | 34.02 |
| 2023-06-30 | $3.4M | 99k | 34.50 |
| 2023-03-31 | $3.3M | 99k | 33.48 |
| 2022-12-31 | $3.3M | 99k | 33.48 |
| 2022-09-30 | $2.9M | 99k | 29.61 |
| 2022-06-30 | $3.3M | 105k | 31.60 |
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