DFA Tax-Managed US Marketwide Value II shares owned by Tru Independence Asset Management 2
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Tru Independence Asset Management 2
from 13F filings
Historical chart of Tru Independence Asset Management 2 investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Tru Independence Asset Management 2 consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Tru Independence Asset Management 2
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 27k | 44.69 |
| 2025-06-30 | $1.2M | 28k | 42.28 |
| 2025-03-31 | $1.4M | 34k | 41.21 |
| 2024-12-31 | $1.5M | 37k | 40.92 |
| 2024-09-30 | $2.0M | 48k | 41.69 |
More positions owned by Tru Independence Asset Management 2
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Top funds holding DFA Tax-Managed US Marketwide Value II
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