DFA Tax-Managed US Marketwide Value II shares owned by Bp Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management 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 Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $525k | 12k | 44.69 |
| 2025-06-30 | $861k | 20k | 42.28 |
| 2025-03-31 | $839k | 20k | 41.21 |
| 2024-12-31 | $833k | 20k | 40.92 |
| 2024-06-30 | $825k | 21k | 39.27 |
| 2024-03-31 | $859k | 21k | 40.90 |
| 2023-12-31 | $781k | 21k | 37.22 |
| 2023-09-30 | $714k | 21k | 34.02 |
| 2023-06-30 | $723k | 21k | 34.50 |
| 2023-03-31 | $701k | 21k | 33.48 |
| 2022-12-31 | $726k | 22k | 33.48 |
| 2022-09-30 | $972k | 33k | 29.60 |
| 2022-06-30 | $1.1M | 35k | 31.60 |
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