DFA Tax-Managed US Marketwide Value II shares owned by Zhang Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial 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 Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 69k | 44.69 |
| 2025-06-30 | $2.9M | 70k | 42.28 |
| 2025-03-31 | $2.9M | 70k | 41.21 |
| 2024-12-31 | $2.7M | 66k | 40.92 |
| 2024-09-30 | $2.7M | 66k | 41.69 |
| 2024-06-30 | $3.0M | 77k | 39.27 |
| 2024-03-31 | $3.1M | 77k | 40.90 |
| 2023-12-31 | $2.5M | 69k | 37.22 |
| 2023-09-30 | $2.3M | 69k | 34.02 |
| 2023-06-30 | $2.8M | 80k | 34.54 |
| 2023-03-31 | $2.8M | 83k | 33.48 |
| 2022-12-31 | $2.5M | 75k | 33.48 |
| 2022-09-30 | $747k | 25k | 29.63 |
| 2022-06-30 | $814k | 26k | 31.59 |
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