DFA Tax-Managed US Marketwide Value II shares owned by MBL Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL 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 MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 7.2k | 44.69 |
| 2025-06-30 | $306k | 7.2k | 42.28 |
| 2025-03-31 | $298k | 7.2k | 41.21 |
| 2024-12-31 | $296k | 7.2k | 40.92 |
| 2024-09-30 | $301k | 7.2k | 41.69 |
| 2024-06-30 | $284k | 7.2k | 39.27 |
| 2024-03-31 | $296k | 7.2k | 40.90 |
| 2023-12-31 | $269k | 7.2k | 37.22 |
| 2023-09-30 | $246k | 7.2k | 34.02 |
| 2023-06-30 | $249k | 7.2k | 34.50 |
| 2023-03-31 | $242k | 7.2k | 33.48 |
| 2022-12-31 | $242k | 7.2k | 33.48 |
| 2022-09-30 | $214k | 7.2k | 29.60 |
| 2022-06-30 | $228k | 7.2k | 31.54 |
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