DFA Tax-Managed US Marketwide Value II shares owned by Wells Fargo & Company
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wells Fargo & Company
from 13F filings
Historical chart of Wells Fargo & Company 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 Wells Fargo & Company 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 Wells Fargo & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 233k | 44.69 |
| 2025-06-30 | $9.2M | 217k | 42.28 |
| 2025-03-31 | $8.3M | 201k | 41.21 |
| 2024-12-31 | $7.9M | 192k | 40.92 |
| 2024-09-30 | $7.1M | 171k | 41.69 |
| 2024-06-30 | $6.2M | 159k | 39.27 |
| 2024-03-31 | $6.0M | 148k | 40.90 |
| 2023-12-31 | $4.6M | 124k | 37.22 |
| 2023-09-30 | $4.1M | 120k | 34.02 |
| 2023-06-30 | $4.2M | 121k | 34.50 |
| 2022-12-31 | $4.1M | 123k | 33.48 |
| 2022-09-30 | $3.6M | 122k | 29.78 |
| 2022-06-30 | $4.0M | 129k | 31.03 |
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