DFA Tax-Managed US Marketwide Value II shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc 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 Guardian Wealth Advisors, Llc / Nc 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 Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $85k | 2.5k | 34.02 |
| 2023-06-30 | $86k | 2.5k | 34.50 |
| 2023-03-31 | $83k | 2.5k | 33.48 |
| 2022-12-31 | $83k | 2.5k | 33.48 |
| 2022-09-30 | $74k | 2.5k | 29.75 |
| 2022-06-30 | $79k | 2.5k | 31.77 |
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