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Kathleen S. Wright Associates »

DFA Tax-Managed US Marketwide Value II shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$301k	7.3k	40.92
2024-09-30	$306k	7.3k	41.69
2024-06-30	$289k	7.3k	39.27

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View all positions for Kathleen S. Wright Associates

Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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View all funds holding DFA Tax-Managed US Marketwide Value II

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