DFA Tax-Managed US Marketwide Value II shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 40k | 40.92 |
| 2024-09-30 | $1.6M | 40k | 41.69 |
| 2024-06-30 | $1.5M | 38k | 39.27 |
| 2024-03-31 | $1.5M | 36k | 40.90 |
| 2023-12-31 | $1.3M | 34k | 37.22 |
| 2023-09-30 | $1.3M | 39k | 34.02 |
| 2023-06-30 | $1.3M | 38k | 34.50 |
| 2023-03-31 | $1.1M | 34k | 33.48 |
| 2022-12-31 | $527k | 16k | 33.48 |
| 2022-06-30 | $451k | 14k | 31.58 |
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