DFA Tax-Managed US Marketwide Value II shares owned by Summit Wealth Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 293k | 44.69 |
| 2025-06-30 | $12M | 281k | 42.28 |
| 2025-03-31 | $12M | 286k | 41.21 |
| 2024-12-31 | $11M | 264k | 40.92 |
| 2024-09-30 | $11M | 256k | 41.69 |
| 2024-06-30 | $879k | 22k | 39.27 |
| 2023-03-31 | $4.0k | 146k | 0.03 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II