DFA Tax-Managed US Marketwide Value II shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 171k | 44.69 |
| 2025-06-30 | $7.3M | 174k | 42.28 |
| 2025-03-31 | $5.2M | 126k | 41.21 |
| 2024-12-31 | $5.1M | 126k | 40.92 |
| 2024-09-30 | $5.2M | 126k | 41.69 |
| 2024-06-30 | $5.2M | 126k | 41.31 |
| 2024-03-31 | $5.2M | 134k | 38.95 |
| 2023-12-31 | $4.7M | 126k | 37.22 |
| 2023-09-30 | $4.3M | 126k | 34.02 |
| 2023-06-30 | $4.4M | 127k | 34.50 |
| 2023-03-31 | $4.2M | 127k | 33.48 |
| 2022-12-31 | $4.4M | 132k | 33.48 |
| 2022-09-30 | $3.9M | 132k | 29.61 |
| 2022-06-30 | $3.7M | 118k | 31.60 |
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