DFA Tax-Managed US Marketwide Value II shares owned by Vivaldi Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Vivaldi Capital Management
from 13F filings
Historical chart of Vivaldi Capital Management 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 Vivaldi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $468k | 11k | 44.69 |
| 2025-06-30 | $442k | 11k | 42.28 |
| 2025-03-31 | $430k | 10k | 41.21 |
| 2024-12-31 | $368k | 8.5k | 43.15 |
| 2024-09-30 | $355k | 8.5k | 41.69 |
| 2024-06-30 | $334k | 8.5k | 39.27 |
| 2024-03-31 | $345k | 8.6k | 40.04 |
| 2023-12-31 | $321k | 8.6k | 37.33 |
| 2023-09-30 | $292k | 8.6k | 34.02 |
| 2023-06-30 | $295k | 8.6k | 34.50 |
| 2023-03-31 | $286k | 8.5k | 33.48 |
| 2022-12-31 | $291k | 8.5k | 34.08 |
| 2022-09-30 | $261k | 8.5k | 30.64 |
| 2022-06-30 | $300k | 9.5k | 31.63 |
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