DFA Tax-Managed US Marketwide Value II shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 35k | 39.54 |
| 2023-12-31 | $1.3M | 36k | 37.22 |
| 2023-09-30 | $1.3M | 38k | 34.02 |
| 2023-06-30 | $1.8M | 52k | 34.50 |
| 2023-03-31 | $1.7M | 50k | 33.48 |
| 2022-12-31 | $1.8M | 52k | 33.48 |
| 2022-09-30 | $1.6M | 55k | 29.60 |
| 2022-06-30 | $1.7M | 55k | 31.61 |
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