DFA Tax-Managed US Marketwide Value II shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc 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 Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Guardian Wealth Advisors, Llc / Nc
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $102k | 2.5k | 40.90 |
2023-12-31 | $93k | 2.5k | 37.22 |
2023-09-30 | $85k | 2.5k | 34.02 |
2023-06-30 | $86k | 2.5k | 34.50 |
2023-03-31 | $83k | 2.5k | 33.48 |
2022-12-31 | $83k | 2.5k | 33.48 |
2022-09-30 | $74k | 2.5k | 29.75 |
2022-06-30 | $79k | 2.5k | 31.77 |
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