DFA Tax-Managed US Marketwide Value II shares owned by Vannoy Advisory Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Vannoy Advisory Group
from 13F filings
Historical chart of Vannoy Advisory 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 Vannoy Advisory 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 Vannoy Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 100k | 44.69 |
| 2025-06-30 | $4.3M | 101k | 42.28 |
| 2025-03-31 | $4.1M | 100k | 41.21 |
| 2024-12-31 | $4.1M | 100k | 40.92 |
| 2024-09-30 | $4.2M | 100k | 41.69 |
| 2024-06-30 | $3.9M | 100k | 39.27 |
| 2024-03-31 | $4.1M | 100k | 40.90 |
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