DFA Tax-Managed US Marketwide Value II shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10M | 238k | 43.03 |
| 2024-09-30 | $7.3M | 176k | 41.69 |
| 2024-06-30 | $6.3M | 160k | 39.27 |
| 2024-03-31 | $5.5M | 135k | 40.90 |
| 2023-12-31 | $3.9M | 104k | 37.22 |
| 2023-03-31 | $828k | 25k | 33.48 |
| 2022-12-31 | $829k | 25k | 33.48 |
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