DFA Tax-Managed US Marketwide Value II shares owned by Trustmark National Bank - Trust Department
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Trustmark National Bank - Trust Department
from 13F filings
Historical chart of Trustmark National Bank - Trust Department 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 Trustmark National Bank - Trust Department
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 7.7k | 44.69 |
| 2025-06-30 | $326k | 7.7k | 42.28 |
| 2025-03-31 | $317k | 7.7k | 41.21 |
| 2024-12-31 | $315k | 7.7k | 40.92 |
| 2024-09-30 | $321k | 7.7k | 41.69 |
| 2024-03-31 | $315k | 7.7k | 40.90 |
| 2023-09-30 | $262k | 7.7k | 34.02 |
| 2023-06-30 | $266k | 7.7k | 34.50 |
| 2023-03-31 | $258k | 7.7k | 33.48 |
| 2022-12-31 | $258k | 7.7k | 33.48 |
| 2022-09-30 | $228k | 7.7k | 29.61 |
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