DFA Tax-Managed US Marketwide Value II shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management 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 Willow Creek Wealth Management 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 Willow Creek Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $40M | 1.2M | 34.02 |
2023-06-30 | $41M | 1.2M | 34.50 |
2023-03-31 | $40M | 1.2M | 33.48 |
2022-12-31 | $40M | 1.2M | 33.48 |
2022-09-30 | $35M | 1.2M | 29.61 |
2022-06-30 | $39M | 1.2M | 31.60 |
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