DFA Tax-Managed US Marketwide Value II shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Gerber Kawasaki Wealth & Investment Management
from 13F filings
Historical chart of Gerber Kawasaki Wealth & Investment Management 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 Gerber Kawasaki Wealth & Investment 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 Gerber Kawasaki Wealth & Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $336k | 8.6k | 39.27 |
2024-03-31 | $350k | 8.6k | 40.90 |
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