DFA Tax-Managed US Marketwide Value II shares owned by Towneley Capital Management, Inc / DE
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Towneley Capital Management, Inc / DE
from 13F filings
Historical chart of Towneley Capital Management, Inc / DE 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 Towneley Capital Management, Inc / DE
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 10k | 44.69 |
| 2025-06-30 | $422k | 10k | 42.28 |
| 2025-03-31 | $409k | 9.9k | 41.21 |
| 2024-12-31 | $405k | 9.9k | 40.92 |
| 2024-09-30 | $451k | 11k | 41.69 |
| 2024-06-30 | $423k | 11k | 39.27 |
| 2024-03-31 | $438k | 11k | 40.90 |
| 2023-12-31 | $399k | 11k | 37.22 |
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