DFA Tax-Managed US Marketwide Value II shares owned by Castle Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle 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 Castle 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 Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $502k | 12k | 40.92 |
| 2024-09-30 | $512k | 12k | 41.69 |
| 2024-06-30 | $482k | 12k | 39.27 |
| 2024-03-31 | $590k | 14k | 40.90 |
| 2023-12-31 | $537k | 14k | 37.22 |
| 2023-09-30 | $491k | 14k | 34.02 |
| 2023-06-30 | $509k | 15k | 34.50 |
| 2023-03-31 | $494k | 15k | 33.48 |
| 2022-12-31 | $494k | 15k | 33.48 |
| 2022-09-30 | $437k | 15k | 29.60 |
| 2022-06-30 | $592k | 19k | 31.60 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II