DFA Tax-Managed US Marketwide Value II shares owned by Sym Financial Corporation
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Sym Financial Corporation
from 13F filings
Historical chart of Sym Financial Corporation investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Sym Financial Corporation
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $35k | 894 | 39.27 |
2024-03-31 | $37k | 894 | 40.90 |
2023-12-31 | $33k | 894 | 37.22 |
2023-09-30 | $30k | 894 | 34.02 |
2023-06-30 | $31k | 894 | 34.50 |
2023-03-31 | $30k | 894 | 33.48 |
2022-12-31 | $30k | 894 | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II