DFA Tax-Managed US Marketwide Value II shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 342k | 44.61 |
| 2025-06-30 | $15M | 342k | 42.28 |
| 2025-03-31 | $14M | 346k | 41.21 |
| 2024-12-31 | $14M | 344k | 40.92 |
| 2024-09-30 | $15M | 349k | 41.69 |
| 2024-06-30 | $14M | 345k | 39.27 |
| 2024-03-31 | $14M | 332k | 40.90 |
| 2023-12-31 | $13M | 352k | 37.22 |
| 2023-09-30 | $12M | 353k | 34.02 |
| 2023-06-30 | $12M | 353k | 34.50 |
| 2023-03-31 | $12M | 353k | 33.48 |
| 2022-12-31 | $12M | 363k | 33.48 |
More positions owned by Mosaic Family Wealth Partners
View all positions for Mosaic Family Wealth Partners
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II