DFA Tax-Managed US Marketwide Value II shares owned by Grand Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management 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 Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $167k | 3.6k | 46.59 |
| 2025-09-30 | $160k | 3.6k | 44.69 |
| 2025-06-30 | $151k | 3.6k | 42.28 |
| 2025-03-31 | $148k | 3.6k | 41.21 |
| 2024-12-31 | $149k | 3.7k | 40.92 |
| 2024-09-30 | $156k | 3.7k | 41.69 |
| 2024-06-30 | $147k | 3.7k | 39.27 |
| 2024-03-31 | $2.7M | 66k | 40.90 |
| 2023-12-31 | $2.5M | 66k | 37.22 |
| 2023-09-30 | $2.2M | 66k | 34.02 |
| 2023-06-30 | $2.3M | 68k | 34.50 |
| 2023-03-31 | $2.3M | 68k | 33.48 |
| 2022-12-31 | $2.3M | 69k | 33.48 |
| 2022-09-30 | $2.1M | 70k | 29.62 |
| 2022-06-30 | $2.2M | 70k | 31.60 |
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