DFA Tax-Managed US Marketwide Value II shares owned by Triune Financial Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Triune Financial Partners
from 13F filings
Historical chart of Triune Financial Partners 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 Triune Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Triune Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 942k | 44.69 |
| 2025-06-30 | $39M | 910k | 42.28 |
| 2025-03-31 | $38M | 918k | 41.21 |
| 2024-12-31 | $38M | 921k | 40.92 |
| 2024-09-30 | $38M | 903k | 41.69 |
| 2024-06-30 | $34M | 871k | 39.27 |
| 2023-06-30 | $28M | 820k | 34.50 |
| 2023-03-31 | $26M | 785k | 33.48 |
| 2022-12-31 | $25M | 760k | 33.48 |
| 2022-09-30 | $22M | 747k | 29.61 |
| 2022-06-30 | $23M | 734k | 31.60 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II