DFA Tax-Managed US Marketwide Value II shares owned by Vawter Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Vawter Financial
from 13F filings
Historical chart of Vawter Financial 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 Vawter Financial 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 Vawter Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 5.4k | 44.69 |
| 2025-03-31 | $221k | 5.4k | 41.21 |
| 2024-12-31 | $219k | 5.4k | 40.92 |
| 2024-09-30 | $223k | 5.4k | 41.69 |
| 2024-06-30 | $210k | 5.4k | 39.27 |
| 2024-03-31 | $219k | 5.4k | 40.90 |
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