DFA Tax-Managed US Marketwide Value II shares owned by Burns Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns 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 Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 161k | 44.69 |
| 2025-06-30 | $6.8M | 162k | 42.28 |
| 2025-03-31 | $7.1M | 173k | 41.21 |
| 2024-12-31 | $7.1M | 174k | 40.92 |
| 2024-09-30 | $7.5M | 179k | 41.69 |
| 2024-06-30 | $8.0M | 204k | 39.27 |
| 2024-03-31 | $8.7M | 212k | 40.90 |
| 2023-09-30 | $7.5M | 221k | 34.02 |
| 2023-06-30 | $7.7M | 222k | 34.50 |
| 2023-03-31 | $7.4M | 222k | 33.48 |
| 2022-12-31 | $7.4M | 222k | 33.48 |
| 2022-09-30 | $6.8M | 229k | 29.61 |
| 2022-06-30 | $7.2M | 229k | 31.60 |
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