DFA Tax-Managed US Marketwide Value II shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 106k | 44.69 |
| 2025-06-30 | $4.5M | 107k | 42.28 |
| 2025-03-31 | $4.5M | 110k | 41.21 |
| 2024-12-31 | $4.5M | 111k | 40.92 |
| 2024-09-30 | $4.1M | 98k | 41.69 |
| 2024-06-30 | $3.9M | 98k | 39.27 |
| 2024-03-31 | $4.4M | 108k | 40.90 |
| 2023-12-31 | $4.0M | 108k | 37.22 |
| 2023-09-30 | $8.9M | 262k | 34.02 |
| 2023-06-30 | $9.0M | 262k | 34.50 |
| 2023-03-31 | $9.0M | 268k | 33.48 |
| 2022-12-31 | $9.3M | 276k | 33.48 |
| 2022-09-30 | $8.3M | 280k | 29.61 |
| 2022-06-30 | $8.9M | 280k | 31.60 |
More positions owned by United Capital Financial Advisers
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