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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All positions including DFA Tax-Managed US Marketwide Value II held by Ironwood Wealth Management 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 Ironwood Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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