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
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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
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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 |
|---|---|---|---|
| 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 |
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