DFA Tax-Managed US Marketwide Value II shares owned by Integrity Wealth Solutions
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Integrity Wealth Solutions
from 13F filings
Historical chart of Integrity Wealth Solutions investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Integrity Wealth Solutions 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 Integrity Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 7.7k | 44.69 |
| 2025-06-30 | $325k | 7.7k | 42.28 |
| 2025-03-31 | $316k | 7.7k | 41.21 |
| 2024-12-31 | $312k | 7.6k | 40.92 |
| 2024-09-30 | $329k | 7.9k | 41.69 |
| 2024-06-30 | $309k | 7.9k | 39.27 |
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