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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

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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