DFA Tax-Managed US Marketwide Value II shares owned by Bellwether Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether 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 Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 4.9k | 44.69 |
| 2025-06-30 | $206k | 4.9k | 42.28 |
| 2025-03-31 | $201k | 4.9k | 41.21 |
| 2024-12-31 | $199k | 4.9k | 40.92 |
| 2024-09-30 | $203k | 4.9k | 41.69 |
| 2023-03-31 | $163k | 4.9k | 33.48 |
| 2022-12-31 | $163k | 4.9k | 33.48 |
| 2022-09-30 | $144k | 4.9k | 29.60 |
| 2022-06-30 | $153k | 4.9k | 31.45 |
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