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

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

Historical chart of Parkworth Wealth Management 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 Parkworth 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 Parkworth Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.6M 86k 42.28
2025-03-31 $3.6M 87k 41.21
2024-12-31 $3.6M 87k 40.92