DFA Tax-Managed US Marketwide Value II shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $41M | 980k | 41.69 |
| 2024-06-30 | $38M | 969k | 39.27 |
| 2024-03-31 | $27M | 662k | 40.90 |
| 2023-09-30 | $22M | 657k | 34.02 |
| 2023-06-30 | $23M | 659k | 34.50 |
| 2023-03-31 | $22M | 661k | 33.48 |
| 2022-12-31 | $11M | 335k | 33.48 |
| 2022-09-30 | $9.7M | 329k | 29.61 |
| 2022-06-30 | $10M | 328k | 31.60 |
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