DFA Tax-Managed US Marketwide Value II shares owned by Financial Engines Advisors L.L.C
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Financial Engines Advisors L.L.C
from 13F filings
Historical chart of Financial Engines Advisors L.L.C 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 Financial Engines Advisors L.L.C 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 Financial Engines Advisors L.L.C
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.1M | 150k | 34.02 |
| 2023-06-30 | $5.2M | 151k | 34.50 |
| 2023-03-31 | $5.9M | 177k | 33.48 |
| 2022-12-31 | $1.1M | 32k | 33.48 |
| 2022-09-30 | $951k | 32k | 29.60 |
| 2022-06-30 | $996k | 32k | 31.59 |
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