DFA Tax-Managed US Marketwide Value II shares owned by Commonwealth Equity Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Commonwealth Equity Services
from 13F filings
Historical chart of Commonwealth Equity Services 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 Commonwealth Equity Services 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 Commonwealth Equity Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31M | 755k | 40.90 |
| 2023-12-31 | $27M | 733k | 37.22 |
| 2023-09-30 | $25M | 738k | 34.02 |
| 2023-06-30 | $25M | 721k | 34.50 |
| 2023-03-31 | $23M | 676k | 33.48 |
| 2022-12-31 | $24M | 729k | 33.48 |
| 2022-09-30 | $21M | 705k | 29.61 |
| 2022-06-30 | $22M | 702k | 31.60 |
More positions owned by Commonwealth Equity Services
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Top funds holding DFA Tax-Managed US Marketwide Value II
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