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DFA Tax-Managed US Marketwide Value II shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors 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 Farther Finance Advisors 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 167k 40.76
2023-12-31 $6.3M 169k 37.22
2023-09-30 $73k 2.2k 34.02
2023-06-30 $74k 2.2k 34.50
2023-03-31 $72k 2.2k 33.48