DFA Tax-Managed US Marketwide Value II shares owned by BIP Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by BIP Wealth
from 13F filings
Historical chart of BIP Wealth 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 BIP Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 279k | 44.69 |
| 2025-06-30 | $11M | 256k | 42.28 |
| 2025-03-31 | $10M | 245k | 41.21 |
| 2024-12-31 | $9.6M | 234k | 40.92 |
| 2024-09-30 | $8.8M | 212k | 41.69 |
| 2024-06-30 | $7.2M | 184k | 39.27 |
| 2024-03-31 | $6.9M | 168k | 40.90 |
| 2023-12-31 | $3.5M | 94k | 37.22 |
| 2023-09-30 | $1.7M | 49k | 34.02 |
| 2023-06-30 | $220k | 6.4k | 34.50 |
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