DFA Tax-Managed US Marketwide Value II shares owned by Tiedemann Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Tiedemann Wealth Management
from 13F filings
Historical chart of Tiedemann Wealth Management investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Tiedemann Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $300k | 8.8k | 34.02 |
| 2023-06-30 | $294k | 8.5k | 34.50 |
| 2023-03-31 | $286k | 8.5k | 33.48 |
| 2022-12-31 | $286k | 8.5k | 33.48 |
| 2022-09-30 | $253k | 8.5k | 29.66 |
| 2022-06-30 | $270k | 8.5k | 31.65 |
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