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DFA Tax-Managed US Marketwide Value II shares owned by Abacus Wealth Partners

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

Historical chart of Abacus Wealth Partners 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 Abacus 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 Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 155k 37.22
2023-09-30 $5.3M 155k 34.02
2023-06-30 $5.7M 164k 34.50
2023-03-31 $5.7M 173k 33.00
2022-12-31 $5.9M 177k 33.48
2022-09-30 $5.3M 178k 29.61
2022-06-30 $6.1M 193k 31.60