DFA Tax-Managed US Marketwide Value II shares owned by Websterrogers Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Websterrogers Financial Advisors
from 13F filings
Historical chart of Websterrogers Financial Advisors 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 Websterrogers Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 40k | 44.69 |
| 2025-06-30 | $1.8M | 42k | 42.28 |
| 2025-03-31 | $1.7M | 42k | 41.21 |
| 2024-12-31 | $1.7M | 42k | 40.92 |
| 2024-09-30 | $1.8M | 42k | 41.69 |
| 2024-06-30 | $1.7M | 44k | 39.27 |
| 2024-03-31 | $1.9M | 46k | 40.90 |
| 2023-09-30 | $1.7M | 49k | 34.02 |
| 2023-06-30 | $1.9M | 54k | 34.50 |
| 2023-03-31 | $2.0M | 61k | 33.48 |
| 2022-12-31 | $2.1M | 61k | 33.48 |
| 2022-09-30 | $1.8M | 62k | 29.61 |
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