DFA Tax-Managed US Marketwide Value II shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R 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 Ml & R Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $87M | 2.1M | 40.90 |
| 2023-12-31 | $83M | 2.2M | 37.22 |
| 2023-09-30 | $74M | 2.2M | 34.02 |
| 2023-06-30 | $74M | 2.1M | 34.50 |
| 2023-03-31 | $72M | 2.2M | 33.48 |
| 2022-12-31 | $69M | 2.1M | 33.48 |
| 2022-09-30 | $58M | 2.0M | 29.61 |
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