DFA Tax-Managed US Marketwide Value II shares owned by Evoke Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth 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 Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $755k | 18k | 41.69 |
| 2024-06-30 | $288k | 7.3k | 39.27 |
| 2024-03-31 | $741k | 18k | 40.90 |
| 2023-12-31 | $273k | 7.3k | 37.22 |
| 2023-09-30 | $250k | 7.3k | 34.02 |
| 2023-06-30 | $253k | 7.3k | 34.50 |
| 2023-03-31 | $246k | 7.3k | 33.48 |
| 2022-12-31 | $246k | 7.3k | 33.48 |
| 2022-09-30 | $217k | 7.3k | 29.56 |
| 2022-06-30 | $232k | 7.3k | 31.60 |
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