DFA Tax-Managed US Marketwide Value II shares owned by Modera Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera 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 Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $100M | 2.4M | 41.69 |
| 2024-06-30 | $95M | 2.4M | 39.27 |
| 2024-03-31 | $100M | 2.4M | 40.90 |
| 2023-12-31 | $91M | 2.5M | 37.22 |
| 2023-09-30 | $85M | 2.5M | 34.02 |
| 2023-06-30 | $88M | 2.5M | 34.50 |
| 2023-03-31 | $87M | 2.6M | 33.48 |
| 2022-12-31 | $111M | 3.3M | 33.48 |
| 2022-09-30 | $83M | 2.8M | 29.61 |
| 2022-06-30 | $95M | 3.0M | 31.60 |
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