DFA Tax-Managed US Marketwide Value II shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth 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 BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 5.4k | 44.69 |
| 2024-12-31 | $272k | 6.6k | 40.92 |
| 2024-09-30 | $277k | 6.6k | 41.69 |
| 2024-06-30 | $261k | 6.6k | 39.27 |
| 2024-03-31 | $274k | 6.7k | 40.90 |
| 2023-12-31 | $253k | 6.8k | 37.22 |
| 2023-09-30 | $249k | 7.3k | 34.02 |
| 2023-06-30 | $267k | 7.7k | 34.50 |
| 2023-03-31 | $259k | 7.7k | 33.48 |
| 2022-12-31 | $272k | 8.1k | 33.48 |
| 2022-09-30 | $269k | 9.1k | 29.54 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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