DFA Tax-Managed US Marketwide Value II shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management 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 Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $27M | 647k | 40.92 |
| 2024-09-30 | $28M | 668k | 41.69 |
| 2024-06-30 | $27M | 680k | 39.27 |
| 2024-03-31 | $28M | 686k | 40.90 |
| 2023-09-30 | $24M | 716k | 34.02 |
| 2023-06-30 | $25M | 722k | 34.50 |
| 2023-03-31 | $25M | 741k | 33.48 |
| 2022-12-31 | $25M | 745k | 33.48 |
| 2022-09-30 | $23M | 766k | 29.61 |
| 2022-06-30 | $25M | 783k | 31.60 |
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