DFA Tax-Managed US Marketwide Value II shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $752k | 17k | 44.73 |
| 2025-06-30 | $711k | 17k | 42.28 |
| 2025-03-31 | $728k | 18k | 41.21 |
| 2024-12-31 | $723k | 18k | 40.92 |
| 2024-09-30 | $736k | 18k | 41.69 |
| 2024-06-30 | $1.4M | 35k | 39.27 |
| 2024-03-31 | $723k | 18k | 40.90 |
| 2023-12-31 | $658k | 18k | 37.22 |
| 2023-09-30 | $594k | 18k | 34.02 |
| 2023-06-30 | $602k | 18k | 34.50 |
| 2023-03-31 | $585k | 18k | 33.48 |
| 2022-12-31 | $600k | 18k | 33.48 |
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