DFA Tax-Managed US Marketwide Value II shares owned by Seaside Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Seaside Wealth Management
from 13F filings
Historical chart of Seaside 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 Seaside Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $949k | 21k | 44.69 |
| 2025-06-30 | $897k | 21k | 42.28 |
| 2025-03-31 | $937k | 23k | 41.21 |
| 2024-12-31 | $929k | 23k | 40.92 |
| 2024-09-30 | $945k | 23k | 41.69 |
| 2024-03-31 | $924k | 23k | 40.90 |
| 2023-12-31 | $840k | 23k | 37.22 |
| 2023-09-30 | $766k | 23k | 34.02 |
| 2023-06-30 | $776k | 23k | 34.50 |
| 2023-03-31 | $751k | 23k | 33.43 |
| 2022-12-31 | $797k | 24k | 33.48 |
| 2022-09-30 | $794k | 24k | 33.38 |
| 2022-06-30 | $673k | 20k | 33.40 |
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