DFA Tax-Managed US Marketwide Value II shares owned by LJI Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI 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 LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 4.7k | 44.69 |
| 2025-06-30 | $1.6M | 38k | 42.28 |
| 2025-03-31 | $1.2M | 29k | 41.21 |
| 2024-12-31 | $1.2M | 29k | 40.92 |
| 2024-09-30 | $1.2M | 30k | 41.69 |
| 2024-06-30 | $1.2M | 30k | 39.27 |
| 2024-03-31 | $1.2M | 29k | 40.90 |
| 2023-09-30 | $771k | 23k | 34.02 |
| 2023-06-30 | $780k | 625k | 1.25 |
| 2023-03-31 | $736k | 22k | 33.48 |
| 2022-12-31 | $428k | 13k | 33.48 |
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