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DFA Tax-Managed US Marketwide Value II shares owned by SevenBridge Financial

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

Historical chart of SevenBridge Financial investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by SevenBridge Financial 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 SevenBridge Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $220k 5.7k 38.81
2024-03-31 $221k 5.6k 39.21
2023-12-31 $209k 5.6k 37.22

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View all positions for SevenBridge Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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View all funds holding DFA Tax-Managed US Marketwide Value II