DFA Tax-Managed US Marketwide Value II shares owned by Soundmark Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Soundmark Wealth Management
from 13F filings
Historical chart of Soundmark Wealth Management 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 Soundmark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Soundmark Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $11M | 265k | 40.90 |
2023-12-31 | $10M | 273k | 37.22 |
2023-09-30 | $9.4M | 278k | 34.02 |
2023-06-30 | $9.6M | 278k | 34.50 |
2023-03-31 | $9.3M | 279k | 33.48 |
2022-12-31 | $9.7M | 289k | 33.48 |
2022-09-30 | $8.6M | 292k | 29.61 |
2022-06-30 | $8.8M | 279k | 31.60 |
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