DFA Tax-Managed US Marketwide Value II shares owned by Physician Wealth Solutions
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Physician Wealth Solutions
from 13F filings
Historical chart of Physician Wealth Solutions 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 Physician Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 8.3k | 44.69 |
| 2025-06-30 | $351k | 8.3k | 42.28 |
| 2025-03-31 | $342k | 8.3k | 41.21 |
| 2024-12-31 | $340k | 8.3k | 40.92 |
| 2024-09-30 | $347k | 8.3k | 41.76 |
| 2024-06-30 | $326k | 8.3k | 39.27 |
| 2024-03-31 | $340k | 8.3k | 40.90 |
| 2023-12-31 | $309k | 8.3k | 37.22 |
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