DFA Tax-Managed US Marketwide Value II shares owned by Ariadne Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Ariadne Wealth Management
from 13F filings
Historical chart of Ariadne 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 Ariadne Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 164k | 45.17 |
| 2025-06-30 | $7.3M | 167k | 43.62 |
| 2025-03-31 | $8.2M | 203k | 40.13 |
| 2024-12-31 | $8.7M | 205k | 42.66 |
| 2024-09-30 | $7.8M | 179k | 43.37 |
| 2024-06-30 | $7.1M | 181k | 39.27 |
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