DFA Tax-Managed US Marketwide Value II shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 86k | 41.69 |
| 2024-06-30 | $2.8M | 72k | 39.27 |
| 2024-03-31 | $3.0M | 73k | 40.90 |
| 2023-12-31 | $3.0M | 81k | 37.22 |
| 2023-09-30 | $2.3M | 67k | 34.02 |
| 2023-06-30 | $2.5M | 72k | 34.50 |
| 2023-03-31 | $1.7M | 52k | 33.48 |
| 2022-12-31 | $1.5M | 4.4k | 345.98 |
| 2022-09-30 | $1.3M | 43k | 29.61 |
| 2022-06-30 | $1.4M | 45k | 31.60 |
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