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
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv

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 |
---|---|---|---|
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
View all funds holding DFA Tax-Managed US Marketwide Value II