DFA Tax-Managed US Marketwide Value II shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies 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 Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 321k | 44.69 |
| 2025-06-30 | $13M | 317k | 42.28 |
| 2025-03-31 | $13M | 316k | 41.21 |
| 2024-12-31 | $13M | 315k | 40.92 |
| 2024-09-30 | $13M | 314k | 41.69 |
| 2024-06-30 | $12M | 311k | 39.27 |
| 2024-03-31 | $13M | 310k | 40.90 |
| 2023-12-31 | $12M | 356k | 33.48 |
| 2023-09-30 | $11M | 312k | 34.02 |
| 2023-06-30 | $11M | 311k | 34.50 |
| 2023-03-31 | $12M | 358k | 33.48 |
| 2022-12-31 | $12M | 356k | 33.48 |
| 2022-09-30 | $11M | 355k | 29.61 |
| 2022-06-30 | $11M | 352k | 31.60 |
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