DFA Tax-Managed US Marketwide Value II shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth 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 Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 9.0k | 44.69 |
| 2025-06-30 | $379k | 9.0k | 42.28 |
| 2025-03-31 | $369k | 9.0k | 41.21 |
| 2024-12-31 | $367k | 9.0k | 40.92 |
| 2024-09-30 | $397k | 9.5k | 41.69 |
| 2024-06-30 | $374k | 9.5k | 39.27 |
| 2024-03-31 | $390k | 9.5k | 40.90 |
| 2023-12-31 | $286k | 7.7k | 37.22 |
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