DFA Tax-Managed US Marketwide Value II shares owned by Householder Group Estate & Retirement Specialist
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Householder Group Estate & Retirement Specialist
from 13F filings
Historical chart of Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $403k | 11k | 37.18 |
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