DFA Tax-Managed US Marketwide Value II shares owned by FMFE Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by FMFE Wealth Management
from 13F filings
Historical chart of FMFE Wealth Management investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by FMFE Wealth Management 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 FMFE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $24M | 602k | 39.27 |
2024-03-31 | $24M | 595k | 40.90 |
2023-12-31 | $22M | 595k | 37.22 |
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