DFA Tax-Managed US Marketwide Value II shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors 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 TCI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $136M | 3.0M | 44.69 |
| 2025-06-30 | $116M | 2.7M | 42.28 |
| 2025-03-31 | $102M | 2.5M | 41.21 |
| 2024-12-31 | $94M | 2.3M | 40.92 |
| 2024-09-30 | $94M | 2.2M | 41.69 |
| 2024-06-30 | $85M | 2.2M | 39.27 |
| 2024-03-31 | $87M | 2.1M | 40.90 |
| 2023-12-31 | $78M | 2.1M | 37.22 |
| 2023-09-30 | $70M | 2.1M | 34.02 |
| 2023-06-30 | $70M | 2.0M | 34.50 |
| 2023-03-31 | $66M | 2.0M | 33.48 |
| 2022-12-31 | $65M | 1.9M | 33.48 |
| 2022-09-30 | $56M | 1.9M | 29.61 |
| 2022-06-30 | $59M | 1.9M | 31.60 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II