DFA Tax-Managed US Marketwide Value II shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $471k | 12k | 40.90 |
| 2023-12-31 | $282k | 7.6k | 37.22 |
| 2023-09-30 | $258k | 7.6k | 34.02 |
| 2023-06-30 | $261k | 7.6k | 34.50 |
| 2023-03-31 | $254k | 7.6k | 33.52 |
| 2022-12-31 | $266k | 8.0k | 33.43 |
| 2022-09-30 | $207k | 7.0k | 29.57 |
| 2022-06-30 | $221k | 7.0k | 31.57 |
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