DFA Tax-Managed US Marketwide Value II shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital 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 Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 2.1k | 44.69 |
| 2025-06-30 | $90k | 2.1k | 42.28 |
| 2025-03-31 | $88k | 2.1k | 41.21 |
| 2024-12-31 | $87k | 2.1k | 40.92 |
| 2024-09-30 | $89k | 2.1k | 41.69 |
| 2024-06-30 | $84k | 2.1k | 39.27 |
| 2024-03-31 | $87k | 2.1k | 40.90 |
| 2023-12-31 | $79k | 2.1k | 37.22 |
| 2023-09-30 | $37k | 1.1k | 34.02 |
| 2023-06-30 | $37k | 1.1k | 34.50 |
| 2023-03-31 | $36k | 1.1k | 33.48 |
| 2022-12-31 | $36k | 1.1k | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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