DFA Tax-Managed US Marketwide Value II shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland 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 Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $619k | 14k | 44.69 |
| 2025-06-30 | $591k | 14k | 42.28 |
| 2025-03-31 | $579k | 14k | 41.21 |
| 2024-12-31 | $584k | 14k | 40.92 |
| 2024-09-30 | $602k | 14k | 41.69 |
| 2024-06-30 | $578k | 15k | 39.27 |
| 2024-03-31 | $624k | 15k | 40.90 |
| 2023-12-31 | $570k | 15k | 37.22 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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