DFA Tax-Managed US Marketwide Value II shares owned by Thompson Investment Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Thompson Investment Management
from 13F filings
Historical chart of Thompson Investment Management 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 Thompson Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Thompson Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $65k | 1.4k | 46.59 |
| 2025-09-30 | $63k | 1.4k | 44.69 |
| 2025-06-30 | $59k | 1.4k | 42.28 |
| 2025-03-31 | $58k | 1.4k | 41.21 |
| 2024-12-31 | $57k | 1.4k | 40.92 |
| 2024-09-30 | $59k | 1.4k | 41.69 |
| 2024-06-30 | $55k | 1.4k | 39.27 |
| 2024-03-31 | $57k | 1.4k | 40.90 |
| 2023-12-31 | $52k | 1.4k | 37.22 |
| 2023-09-30 | $48k | 1.4k | 34.02 |
| 2023-06-30 | $48k | 1.4k | 34.50 |
| 2023-03-31 | $47k | 1.4k | 33.48 |
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