DFA Tax-Managed US Marketwide Value II shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $516k | 12k | 41.67 |
| 2024-06-30 | $640k | 16k | 39.26 |
| 2024-03-31 | $1.1M | 28k | 40.89 |
| 2023-12-31 | $904k | 24k | 37.22 |
| 2023-09-30 | $806k | 24k | 34.01 |
| 2023-06-30 | $809k | 23k | 34.50 |
| 2023-03-31 | $609k | 18k | 33.48 |
| 2022-09-30 | $24M | 795k | 29.59 |
| 2022-06-30 | $2.5M | 80k | 31.60 |
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