DFA Tax-Managed US Marketwide Value II shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset 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 Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $723k | 16k | 44.69 |
| 2025-06-30 | $681k | 16k | 42.28 |
| 2025-03-31 | $662k | 16k | 41.21 |
| 2024-12-31 | $655k | 16k | 40.92 |
| 2024-09-30 | $664k | 16k | 41.69 |
| 2024-06-30 | $623k | 16k | 39.27 |
| 2024-03-31 | $568k | 14k | 40.90 |
| 2023-12-31 | $515k | 14k | 37.22 |
| 2023-09-30 | $469k | 14k | 34.02 |
| 2023-06-30 | $473k | 14k | 34.50 |
| 2023-03-31 | $456k | 14k | 33.48 |
| 2022-12-31 | $454k | 14k | 33.48 |
| 2022-09-30 | $400k | 14k | 29.59 |
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