DFA Tax-Managed US Marketwide Value II shares owned by ShankerValleau Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by ShankerValleau Wealth Advisors
from 13F filings
Historical chart of ShankerValleau Wealth Advisors 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 ShankerValleau Wealth Advisors 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 ShankerValleau Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $22M | 546k | 40.92 |
| 2024-09-30 | $23M | 554k | 41.69 |
| 2024-06-30 | $12M | 294k | 39.27 |
| 2024-03-31 | $12M | 292k | 40.90 |
| 2023-12-31 | $11M | 301k | 37.22 |
| 2023-09-30 | $10M | 296k | 34.02 |
| 2023-06-30 | $10M | 294k | 34.50 |
| 2023-03-31 | $9.8M | 293k | 33.48 |
| 2022-12-31 | $9.3M | 279k | 33.48 |
| 2022-09-30 | $8.6M | 292k | 29.61 |
| 2022-06-30 | $9.5M | 300k | 31.60 |
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