DFA Tax-Managed US Marketwide Value II shares owned by TAGStone Capital
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by TAGStone Capital
from 13F filings
Historical chart of TAGStone Capital 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 TAGStone Capital 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 TAGStone Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 52k | 44.69 |
| 2025-06-30 | $2.2M | 51k | 42.52 |
| 2025-03-31 | $2.1M | 51k | 41.21 |
| 2024-12-31 | $2.0M | 50k | 40.92 |
| 2024-09-30 | $2.1M | 49k | 41.70 |
| 2024-06-30 | $1.9M | 49k | 39.27 |
| 2024-03-31 | $1.9M | 46k | 40.90 |
| 2023-12-31 | $1.7M | 46k | 37.22 |
| 2023-09-30 | $1.6M | 46k | 34.01 |
| 2023-06-30 | $1.6M | 46k | 34.50 |
| 2023-03-31 | $1.6M | 47k | 33.47 |
| 2022-12-31 | $1.6M | 47k | 33.47 |
| 2022-09-30 | $1.4M | 47k | 29.60 |
| 2022-06-30 | $1.5M | 47k | 31.60 |
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