DFA Tax-Managed US Marketwide Value II shares owned by Curi Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi 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 Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $570k | 15k | 37.22 |
| 2023-09-30 | $519k | 15k | 34.02 |
| 2023-06-30 | $913k | 26k | 34.50 |
| 2023-03-31 | $883k | 26k | 33.48 |
| 2022-12-31 | $881k | 26k | 33.48 |
| 2022-09-30 | $778k | 26k | 29.62 |
| 2022-06-30 | $828k | 26k | 31.61 |
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