DFA Tax-Managed US Marketwide Value II shares owned by Trust Co of the South
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Trust Co of the South
from 13F filings
Historical chart of Trust Co of the South 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 Trust Co of the South 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 Trust Co of the South
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79M | 1.8M | 44.69 |
| 2025-06-30 | $76M | 1.8M | 42.28 |
| 2025-03-31 | $74M | 1.8M | 41.21 |
| 2024-12-31 | $75M | 1.8M | 40.92 |
| 2024-09-30 | $77M | 1.8M | 41.69 |
| 2024-06-30 | $73M | 1.8M | 39.27 |
| 2024-03-31 | $77M | 1.9M | 40.90 |
| 2023-12-31 | $72M | 1.9M | 37.22 |
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