DFA Tax-Managed US Marketwide Value II shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $269k | 7.2k | 37.22 |
2023-09-30 | $246k | 7.2k | 34.02 |
2023-06-30 | $249k | 7.2k | 34.50 |
2023-03-31 | $242k | 7.2k | 33.48 |
2022-12-31 | $242k | 7.2k | 33.48 |
2022-09-30 | $214k | 7.2k | 29.61 |
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