DFA Tax-Managed US Marketwide Value II shares owned by WNY Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by WNY Asset Management
from 13F filings
Historical chart of WNY Asset Management 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 WNY Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.7M | 164k | 40.90 |
| 2023-12-31 | $6.0M | 161k | 37.22 |
| 2023-09-30 | $5.8M | 169k | 34.02 |
| 2023-06-30 | $6.0M | 173k | 34.50 |
| 2023-03-31 | $5.8M | 174k | 33.48 |
| 2022-12-31 | $6.0M | 179k | 33.48 |
| 2022-09-30 | $5.1M | 173k | 29.64 |
| 2022-06-30 | $5.2M | 164k | 31.60 |
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