DFA Tax-Managed US Marketwide Value II shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa 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 Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $885k | 21k | 41.69 |
| 2024-06-30 | $834k | 21k | 39.27 |
| 2024-03-31 | $923k | 23k | 40.90 |
| 2023-12-31 | $874k | 24k | 37.22 |
| 2023-09-30 | $799k | 24k | 34.02 |
| 2023-06-30 | $831k | 24k | 34.50 |
| 2023-03-31 | $807k | 24k | 33.48 |
| 2022-12-31 | $807k | 24k | 33.48 |
| 2022-09-30 | $713k | 24k | 29.60 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II