DFA Tax-Managed US Marketwide Value II shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $996k | 21k | 46.59 |
| 2025-09-30 | $955k | 21k | 44.69 |
| 2025-06-30 | $904k | 21k | 42.28 |
| 2025-03-31 | $881k | 21k | 41.21 |
| 2024-12-31 | $873k | 21k | 40.84 |
| 2024-09-30 | $891k | 21k | 41.69 |
| 2024-06-30 | $834k | 21k | 39.00 |
| 2024-03-31 | $874k | 21k | 40.90 |
| 2023-12-31 | $805k | 21k | 37.65 |
| 2023-09-30 | $715k | 21k | 33.46 |
| 2023-06-30 | $749k | 21k | 35.04 |
| 2023-03-31 | $716k | 21k | 33.50 |
| 2022-12-31 | $713k | 21k | 33.36 |
| 2022-09-30 | $654k | 21k | 30.60 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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