DFA Tax-Managed US Marketwide Value II shares owned by Rs Crum
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Rs Crum
from 13F filings
Historical chart of Rs Crum investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Rs Crum 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 Rs Crum
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 334k | 40.90 |
| 2023-12-31 | $7.7M | 208k | 37.22 |
| 2023-09-30 | $6.3M | 186k | 34.02 |
| 2023-06-30 | $5.9M | 172k | 34.50 |
| 2023-03-31 | $5.1M | 151k | 33.48 |
| 2022-12-31 | $4.4M | 131k | 33.48 |
| 2022-09-30 | $4.0M | 134k | 29.61 |
| 2022-06-30 | $4.0M | 126k | 31.60 |
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