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Graves-Light Private Wealth Management »

DFA Tax-Managed US Marketwide Value II shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$8.3M	212k	39.10
2024-03-31	$8.1M	198k	40.90
2023-12-31	$6.9M	185k	37.22
2023-09-30	$5.8M	174k	33.37
2023-06-30	$5.5M	160k	34.50
2023-03-31	$3.3M	98k	33.48

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Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Invesco S&p 500 Quality Etf Etf (SPHQ)

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View all positions for Graves-Light Private Wealth Management

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