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DFA Tax-Managed US Marketwide Value II shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management 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 Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 64k 41.69
2024-06-30 $2.6M 67k 39.27
2024-03-31 $2.8M 68k 40.90
2023-12-31 $2.5M 67k 37.22
2023-09-30 $2.4M 71k 34.02
2023-06-30 $2.5M 72k 34.50
2023-03-31 $2.5M 75k 33.48
2022-12-31 $2.6M 76k 33.48