DFA Tax-Managed US Marketwide Value II shares owned by Taddei, Ludwig & Associates
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Taddei, Ludwig & Associates
from 13F filings
Historical chart of Taddei, Ludwig & Associates 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 Taddei, Ludwig & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $703k | 16k | 44.69 |
| 2025-06-30 | $665k | 16k | 42.28 |
| 2025-03-31 | $648k | 16k | 41.21 |
| 2024-12-31 | $644k | 16k | 40.92 |
| 2024-09-30 | $656k | 16k | 41.69 |
| 2024-06-30 | $618k | 16k | 39.27 |
| 2024-03-31 | $643k | 16k | 40.90 |
| 2023-12-31 | $585k | 16k | 37.22 |
| 2023-09-30 | $535k | 16k | 34.02 |
| 2023-06-30 | $575k | 17k | 34.50 |
| 2023-03-31 | $558k | 17k | 33.48 |
| 2022-12-31 | $589k | 18k | 33.48 |
| 2022-09-30 | $493k | 17k | 29.59 |
| 2022-06-30 | $534k | 17k | 31.60 |
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