DFA Tax-Managed US Marketwide Value II shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $77M | 2.1M | 37.22 |
| 2023-09-30 | $64M | 1.9M | 34.02 |
| 2023-06-30 | $61M | 1.8M | 34.50 |
| 2023-03-31 | $60M | 1.8M | 33.48 |
| 2022-12-31 | $59M | 1.7M | 33.48 |
| 2022-09-30 | $52M | 1.7M | 29.61 |
| 2022-06-30 | $55M | 1.8M | 31.60 |
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