DFA Tax-Managed US Marketwide Value II shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel 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 Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 6.3k | 44.69 |
| 2025-06-30 | $266k | 6.3k | 42.28 |
| 2025-03-31 | $259k | 6.3k | 41.21 |
| 2024-12-31 | $257k | 6.3k | 40.92 |
| 2024-09-30 | $262k | 6.3k | 41.69 |
| 2024-06-30 | $247k | 6.3k | 39.27 |
| 2024-03-31 | $257k | 6.3k | 40.90 |
| 2023-12-31 | $234k | 6.3k | 37.22 |
| 2023-09-30 | $214k | 6.3k | 34.02 |
| 2023-06-30 | $217k | 6.3k | 34.50 |
| 2023-03-31 | $210k | 6.3k | 33.48 |
| 2022-12-31 | $210k | 6.3k | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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