DFA Tax-Managed US Marketwide Value II shares owned by tru Independence
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by tru Independence
from 13F filings
Historical chart of tru Independence 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 tru Independence
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $911k | 22k | 41.69 |
| 2024-06-30 | $925k | 24k | 39.27 |
| 2024-03-31 | $961k | 24k | 40.90 |
| 2023-12-31 | $872k | 23k | 37.22 |
| 2023-09-30 | $897k | 26k | 34.02 |
| 2023-06-30 | $910k | 26k | 34.50 |
| 2023-03-31 | $936k | 28k | 33.48 |
| 2022-12-31 | $936k | 28k | 33.48 |
| 2022-09-30 | $827k | 28k | 29.59 |
| 2022-06-30 | $507k | 16k | 31.60 |
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