DFA Tax-Managed US Marketwide Value II shares owned by Legacy Financial Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group 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 Legacy Financial Group 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 Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $17M | 439k | 39.27 |
| 2024-03-31 | $18M | 437k | 40.90 |
| 2023-09-30 | $15M | 426k | 34.02 |
| 2023-06-30 | $15M | 424k | 34.50 |
| 2023-03-31 | $14M | 423k | 33.48 |
| 2022-12-31 | $14M | 419k | 33.48 |
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