DFA Tax-Managed US Marketwide Value II shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $12M | 288k | 42.28 |
| 2025-03-31 | $10M | 245k | 41.21 |
| 2024-12-31 | $10M | 255k | 40.92 |
| 2024-09-30 | $11M | 268k | 41.69 |
| 2024-06-30 | $10M | 260k | 39.27 |
| 2024-03-31 | $11M | 258k | 40.90 |
| 2023-12-31 | $9.9M | 265k | 37.22 |
| 2023-09-30 | $8.9M | 263k | 34.02 |
| 2023-06-30 | $9.3M | 39k | 241.24 |
| 2023-03-31 | $1.7M | 39k | 44.43 |
| 2022-09-30 | $8.5M | 288k | 29.61 |
| 2022-06-30 | $9.2M | 291k | 31.60 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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