DFA Tax-Managed US Marketwide Value II shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate 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 Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $527k | 14k | 37.22 |
| 2023-09-30 | $480k | 14k | 34.02 |
| 2023-06-30 | $14k | 399 | 34.53 |
| 2023-03-31 | $13k | 397 | 33.51 |
| 2022-12-31 | $13k | 395 | 32.91 |
| 2022-09-30 | $12k | 393 | 30.53 |
| 2022-06-30 | $12k | 391 | 30.69 |
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