DFA Tax-Managed US Marketwide Value II shares owned by TFC Financial Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management 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 TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 931k | 44.69 |
| 2025-06-30 | $40M | 941k | 42.28 |
| 2025-03-31 | $39M | 942k | 41.21 |
| 2024-12-31 | $39M | 957k | 40.92 |
| 2024-09-30 | $40M | 968k | 41.69 |
| 2024-06-30 | $39M | 980k | 39.27 |
| 2024-03-31 | $41M | 1000k | 40.90 |
| 2023-12-31 | $39M | 1.0M | 37.22 |
| 2023-09-30 | $36M | 1.1M | 34.02 |
| 2023-06-30 | $37M | 1.1M | 34.50 |
| 2023-03-31 | $35M | 1.1M | 33.48 |
| 2022-12-31 | $35M | 1.0M | 33.48 |
| 2022-09-30 | $32M | 1.1M | 29.61 |
| 2022-06-30 | $34M | 1.1M | 31.60 |
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