DFA Tax-Managed US Marketwide Value II shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19k | 456 | 40.90 |
| 2023-12-31 | $17k | 456 | 37.22 |
| 2023-09-30 | $16k | 456 | 34.02 |
| 2023-06-30 | $16k | 456 | 34.50 |
| 2023-03-31 | $15k | 456 | 33.48 |
| 2022-12-31 | $15k | 456 | 33.48 |
| 2022-09-30 | $14k | 456 | 30.70 |
| 2022-06-30 | $14k | 456 | 30.70 |
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