DFA Tax-Managed US Marketwide Value II shares owned by Revisor Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Revisor Wealth Management
from 13F filings
Historical chart of Revisor 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 Revisor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $293k | 7.0k | 41.69 |
| 2024-06-30 | $276k | 7.0k | 39.27 |
| 2024-03-31 | $947k | 24k | 39.06 |
| 2023-12-31 | $366k | 9.8k | 37.22 |
| 2023-09-30 | $618k | 18k | 34.02 |
| 2023-06-30 | $551k | 16k | 34.50 |
| 2023-03-31 | $534k | 16k | 33.48 |
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