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
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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 |
|---|---|---|---|
| 2025-09-30 | $13M | 294k | 44.69 |
| 2025-06-30 | $12M | 272k | 42.28 |
| 2025-03-31 | $11M | 256k | 41.21 |
| 2024-12-31 | $9.9M | 242k | 40.92 |
| 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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