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Montz Harcus Wealth Management »

DFA Tax-Managed US Marketwide Value II shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Montz Harcus Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$375k	8.0k	46.59
2025-09-30	$358k	8.0k	44.69
2025-06-30	$338k	8.0k	42.28
2025-03-31	$328k	7.9k	41.21

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