DFA Tax-Managed US Marketwide Value II shares owned by Bromfield Sneider Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bromfield Sneider Wealth Advisors
from 13F filings
Historical chart of Bromfield Sneider Wealth Advisors 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 Bromfield Sneider Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Bromfield Sneider Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $115k | 2.8k | 40.90 |
2023-12-31 | $105k | 2.8k | 37.22 |
2023-09-30 | $96k | 2.8k | 34.02 |
2023-06-30 | $97k | 2.8k | 34.50 |
2023-03-31 | $94k | 2.8k | 33.48 |
2022-12-31 | $94k | 2.8k | 33.48 |
2022-09-30 | $84k | 2.8k | 29.79 |
2022-06-30 | $89k | 2.8k | 31.56 |
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