DFA Tax-Managed US Marketwide Value II shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $402k | 9.7k | 41.69 |
| 2024-06-30 | $379k | 9.7k | 39.27 |
| 2024-03-31 | $395k | 9.7k | 40.90 |
| 2023-12-31 | $359k | 9.7k | 37.22 |
| 2023-09-30 | $328k | 9.7k | 34.02 |
| 2023-06-30 | $333k | 9.7k | 34.50 |
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