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
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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
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Sym Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $37k | 894 | 40.92 |
| 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 |
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