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EverSource Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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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