DFA Tax-Managed US Marketwide Value II shares owned by MB Generational Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by MB Generational Wealth
from 13F filings
Historical chart of MB Generational 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 MB Generational Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $595k | 13k | 46.59 |
| 2025-09-30 | $322k | 7.2k | 44.69 |
| 2025-03-31 | $296k | 7.2k | 41.21 |
| 2024-12-31 | $294k | 7.2k | 40.92 |
| 2024-09-30 | $300k | 7.2k | 41.69 |
| 2024-06-30 | $283k | 7.2k | 39.27 |
| 2024-03-31 | $294k | 7.2k | 40.90 |
| 2023-12-31 | $268k | 7.2k | 37.22 |
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