DFA Tax-Managed US Marketwide Value II shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $195k | 3.5k | 55.01 |
| 2026-03-31 | $177k | 3.6k | 48.46 |
| 2025-12-31 | $170k | 3.7k | 46.59 |
| 2025-09-30 | $153k | 3.4k | 44.69 |
| 2025-06-30 | $140k | 3.3k | 42.80 |
| 2025-03-31 | $132k | 3.2k | 41.16 |
| 2024-12-31 | $129k | 3.1k | 40.92 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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