DFA Tax-Managed US Marketwide Value II shares owned by Vista Capital Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Vista Capital Partners
from 13F filings
Historical chart of Vista Capital Partners 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 Vista Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $736k | 17k | 44.69 |
| 2025-06-30 | $696k | 17k | 42.28 |
| 2025-03-31 | $678k | 17k | 41.21 |
| 2024-12-31 | $674k | 17k | 40.92 |
| 2024-09-30 | $637k | 15k | 41.69 |
| 2024-06-30 | $600k | 15k | 39.27 |
| 2024-03-31 | $625k | 15k | 40.90 |
| 2023-12-31 | $569k | 15k | 37.22 |
| 2023-09-30 | $520k | 15k | 34.02 |
| 2023-06-30 | $527k | 15k | 34.50 |
| 2023-03-31 | $512k | 15k | 33.48 |
| 2022-12-31 | $512k | 15k | 33.48 |
| 2022-09-30 | $452k | 15k | 29.59 |
| 2022-06-30 | $506k | 16k | 31.57 |
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