DFA Tax-Managed US Marketwide Value II shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors 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 Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54M | 1.2M | 44.69 |
| 2025-06-30 | $58M | 1.4M | 42.28 |
| 2025-03-31 | $56M | 1.4M | 41.21 |
| 2024-12-31 | $55M | 1.3M | 40.92 |
| 2024-09-30 | $55M | 1.3M | 41.69 |
| 2024-06-30 | $53M | 1.4M | 39.27 |
| 2024-03-31 | $49M | 1.2M | 40.90 |
| 2023-12-31 | $14M | 381k | 37.22 |
| 2023-09-30 | $14M | 414k | 34.02 |
| 2023-06-30 | $17M | 502k | 34.50 |
| 2023-03-31 | $18M | 531k | 33.48 |
| 2022-12-31 | $19M | 553k | 33.48 |
| 2022-09-30 | $14M | 486k | 29.61 |
| 2022-06-30 | $13M | 406k | 31.61 |
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