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Summit Wealth Group Llc / Co »

DFA Tax-Managed US Marketwide Value II shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$809k	17k	46.59
2025-06-30	$722k	17k	42.28

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