DFA Tax-Managed US Marketwide Value II shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 4.5k | 44.69 |
| 2025-06-30 | $213k | 5.0k | 42.28 |
| 2024-12-31 | $216k | 5.0k | 42.80 |
| 2024-09-30 | $211k | 5.0k | 41.69 |
| 2024-06-30 | $208k | 5.3k | 39.27 |
| 2024-03-31 | $217k | 5.3k | 40.90 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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