DFA Tax-Managed US Marketwide Value II shares owned by UBS Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group 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 UBS Group 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 UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 349k | 44.69 |
| 2025-06-30 | $14M | 328k | 42.28 |
| 2025-03-31 | $12M | 282k | 41.21 |
| 2024-12-31 | $11M | 259k | 40.92 |
| 2024-09-30 | $11M | 256k | 41.69 |
| 2024-06-30 | $9.5M | 242k | 39.27 |
| 2024-03-31 | $6.6M | 162k | 40.90 |
| 2023-12-31 | $6.3M | 170k | 37.22 |
| 2023-09-30 | $4.8M | 141k | 34.02 |
| 2023-06-30 | $4.7M | 137k | 34.50 |
| 2023-03-31 | $4.6M | 138k | 33.48 |
| 2022-12-31 | $4.7M | 140k | 33.48 |
| 2022-09-30 | $4.1M | 139k | 29.61 |
| 2022-06-30 | $4.3M | 136k | 31.60 |
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