DFA Tax-Managed US Marketwide Value II shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point Wealth Management investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Lake Point 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 Lake Point Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-06-30 | $8.3M | 262k | 31.60 |
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