DFA Tax-Managed US Marketwide Value II shares owned by BetterWealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by BetterWealth
from 13F filings
Historical chart of BetterWealth investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by BetterWealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.0M | 48k | 40.92 |
2024-09-30 | $2.0M | 48k | 41.69 |
2024-06-30 | $1.9M | 49k | 39.27 |
2024-03-31 | $2.1M | 52k | 40.90 |
2023-12-31 | $2.1M | 55k | 37.22 |
2023-09-30 | $1.9M | 56k | 34.02 |
2023-06-30 | $2.0M | 57k | 34.50 |
2023-03-31 | $2.0M | 59k | 33.48 |
2022-12-31 | $2.2M | 65k | 33.48 |
2022-09-30 | $2.4M | 82k | 29.61 |
2022-06-30 | $2.7M | 86k | 31.61 |
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