DFA Tax-Managed US Marketwide Value II shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors 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 Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 218k | 41.69 |
| 2024-06-30 | $8.6M | 218k | 39.27 |
| 2024-03-31 | $9.1M | 222k | 40.90 |
| 2023-09-30 | $8.1M | 237k | 34.02 |
| 2023-06-30 | $8.2M | 238k | 34.50 |
| 2023-03-31 | $8.0M | 239k | 33.48 |
| 2022-12-31 | $9.5M | 284k | 33.48 |
| 2022-09-30 | $8.5M | 287k | 29.61 |
| 2022-06-30 | $7.4M | 235k | 31.60 |
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