DFA Tax-Managed US Marketwide Value II shares owned by WorthPointe
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by WorthPointe
from 13F filings
Historical chart of WorthPointe 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 WorthPointe
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 535k | 44.69 |
| 2025-06-30 | $23M | 536k | 42.28 |
| 2025-03-31 | $22M | 534k | 41.21 |
| 2024-12-31 | $24M | 580k | 40.92 |
| 2024-09-30 | $24M | 585k | 41.69 |
| 2024-06-30 | $23M | 586k | 39.27 |
| 2024-03-31 | $24M | 589k | 40.90 |
| 2023-12-31 | $22M | 590k | 37.22 |
| 2023-09-30 | $20M | 580k | 34.02 |
| 2023-06-30 | $19M | 559k | 34.50 |
| 2023-03-31 | $19M | 556k | 33.48 |
| 2022-12-31 | $18M | 536k | 33.48 |
| 2022-09-30 | $16M | 553k | 29.61 |
| 2022-06-30 | $17M | 545k | 31.60 |
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