DFA Tax-Managed US Marketwide Value II shares owned by Mission Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 50k | 41.69 |
| 2024-06-30 | $2.0M | 51k | 39.27 |
| 2024-03-31 | $2.2M | 53k | 40.90 |
| 2023-12-31 | $2.0M | 53k | 37.22 |
| 2023-09-30 | $916k | 27k | 34.02 |
| 2023-06-30 | $929k | 27k | 34.50 |
| 2023-03-31 | $937k | 28k | 33.48 |
| 2022-12-31 | $943k | 28k | 33.48 |
| 2022-09-30 | $894k | 30k | 29.60 |
| 2022-06-30 | $963k | 31k | 31.59 |
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