DFA Tax-Managed US Marketwide Value II shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 150k | 41.69 |
| 2024-06-30 | $5.9M | 151k | 39.27 |
| 2024-03-31 | $6.1M | 150k | 40.90 |
| 2023-12-31 | $4.5M | 121k | 37.22 |
| 2023-09-30 | $4.2M | 124k | 34.02 |
| 2023-06-30 | $4.3M | 124k | 34.50 |
| 2023-03-31 | $4.1M | 122k | 33.48 |
| 2022-12-31 | $4.1M | 124k | 33.48 |
| 2022-09-30 | $3.7M | 125k | 29.61 |
| 2022-06-30 | $3.4M | 109k | 31.60 |
More positions owned by CarsonAllaria Wealth Management
View all positions for CarsonAllaria Wealth Management
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II