DFA Tax-Managed US Marketwide Value II shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM 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 FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 14k | 44.69 |
| 2025-06-30 | $580k | 14k | 42.69 |
| 2025-03-31 | $560k | 14k | 41.21 |
| 2024-12-31 | $575k | 14k | 42.31 |
| 2024-09-30 | $566k | 14k | 41.69 |
| 2024-06-30 | $533k | 14k | 39.27 |
| 2024-03-31 | $554k | 14k | 40.90 |
| 2023-12-31 | $517k | 14k | 37.22 |
| 2023-09-30 | $472k | 14k | 34.02 |
| 2023-06-30 | $498k | 14k | 34.88 |
| 2023-03-31 | $478k | 14k | 33.48 |
| 2022-12-31 | $478k | 14k | 33.48 |
| 2022-09-30 | $370k | 13k | 29.59 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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