DFA Tax-Managed US Marketwide Value II shares owned by WoodTrust Financial Corp
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by WoodTrust Financial Corp
from 13F filings
Historical chart of WoodTrust Financial Corp 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 WoodTrust Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 10k | 44.74 |
| 2025-06-30 | $426k | 10k | 42.26 |
| 2025-03-31 | $415k | 10k | 41.17 |
| 2024-12-31 | $413k | 10k | 40.97 |
| 2024-09-30 | $420k | 10k | 41.66 |
| 2024-06-30 | $396k | 10k | 39.28 |
| 2024-03-31 | $412k | 10k | 40.87 |
| 2023-12-31 | $375k | 10k | 37.20 |
| 2023-09-30 | $3.6M | 105k | 34.02 |
| 2023-06-30 | $3.6M | 105k | 34.50 |
| 2023-03-31 | $3.5M | 105k | 33.48 |
| 2022-12-31 | $3.5M | 105k | 33.48 |
| 2022-09-30 | $3.1M | 105k | 29.61 |
| 2022-06-30 | $3.3M | 105k | 31.60 |
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