DFA Tax-Managed US Marketwide Value II shares owned by Andrews, Lucia Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Andrews, Lucia Wealth Management
from 13F filings
Historical chart of Andrews, Lucia 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 Andrews, Lucia Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 374k | 39.27 |
| 2024-06-30 | $15M | 368k | 40.90 |
| 2024-03-31 | $15M | 368k | 40.90 |
| 2023-12-31 | $14M | 366k | 37.22 |
| 2023-09-30 | $13M | 368k | 34.02 |
| 2023-06-30 | $13M | 365k | 34.50 |
| 2023-03-31 | $12M | 359k | 33.48 |
| 2022-12-31 | $12M | 353k | 33.48 |
| 2022-09-30 | $10M | 343k | 29.61 |
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