DFA Tax-Managed US Marketwide Value II shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Clifford Swan Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Clifford Swan Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $349k | 8.5k | 40.90 |
2023-12-31 | $318k | 8.5k | 37.22 |
2023-09-30 | $291k | 8.5k | 34.02 |
2023-06-30 | $295k | 8.5k | 34.50 |
2023-03-31 | $286k | 8.5k | 33.48 |
2022-12-31 | $286k | 8.5k | 33.48 |
2022-09-30 | $253k | 8.5k | 29.63 |
2022-06-30 | $270k | 8.5k | 31.62 |
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