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DFA Tax-Managed US Marketwide Value II shares owned by Financial Engines Advisors L.L.C

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Financial Engines Advisors L.L.C from 13F filings

Historical chart of Financial Engines Advisors L.L.C 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 Financial Engines Advisors L.L.C 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 Financial Engines Advisors L.L.C

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 404k 41.69
2024-03-31 $6.5M 160k 40.90
2023-09-30 $5.1M 150k 34.02
2023-06-30 $5.2M 151k 34.50
2023-03-31 $5.9M 177k 33.48
2022-12-31 $1.1M 32k 33.48
2022-09-30 $951k 32k 29.60
2022-06-30 $996k 32k 31.59