DFA Tax-Managed US Marketwide Value II shares owned by Ironwood Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Ironwood Wealth Management
from 13F filings
Historical chart of Ironwood 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 Ironwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 9.1k | 44.69 |
| 2025-06-30 | $374k | 9.1k | 41.21 |
| 2025-03-31 | $374k | 9.1k | 41.21 |
| 2024-12-31 | $379k | 9.3k | 40.92 |
| 2024-09-30 | $387k | 9.3k | 41.69 |
| 2024-06-30 | $364k | 9.3k | 39.27 |
| 2024-03-31 | $379k | 9.3k | 40.90 |
| 2023-12-31 | $345k | 9.3k | 37.22 |
| 2023-09-30 | $334k | 9.8k | 34.02 |
| 2023-06-30 | $342k | 9.9k | 34.50 |
| 2023-03-31 | $332k | 9.9k | 33.48 |
| 2022-12-31 | $332k | 9.9k | 33.48 |
| 2022-09-30 | $294k | 9.9k | 29.65 |
| 2022-06-30 | $313k | 9.9k | 31.56 |
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