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DFA Tax-Managed US Marketwide Value II shares owned by SevenBridge Financial

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by SevenBridge Financial from 13F filings

Historical chart of SevenBridge Financial investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by SevenBridge Financial 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 SevenBridge Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 5.6k 39.21
2023-12-31 $209k 5.6k 37.22