DFA Tax-Managed US Marketwide Value II shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $702k | 17k | 40.90 |
2023-12-31 | $639k | 17k | 37.22 |
2023-09-30 | $584k | 17k | 34.02 |
2023-06-30 | $592k | 17k | 34.50 |
2023-03-31 | $575k | 17k | 33.48 |
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