DFA Tax-Managed US Marketwide Value II shares owned by Jones Financial Companies, L.L
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Jones Financial Companies, L.L
from 13F filings
Historical chart of Jones Financial Companies, L.L 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 Jones Financial Companies, L.L
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 168k | 44.64 |
| 2025-06-30 | $6.2M | 147k | 42.28 |
| 2025-03-31 | $5.4M | 130k | 41.21 |
| 2024-12-31 | $3.9M | 96k | 40.92 |
| 2024-09-30 | $2.6M | 62k | 41.59 |
| 2024-03-31 | $172k | 4.2k | 40.90 |
| 2023-12-31 | $186k | 5.0k | 37.22 |
| 2023-09-30 | $117k | 3.4k | 34.02 |
| 2023-06-30 | $119k | 3.4k | 34.50 |
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