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DFA Tax-Managed US Marketwide Value II shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private 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 Syntegra Private Wealth Group 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 Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $261k 6.3k 41.69
2024-06-30 $246k 6.3k 39.27
2024-03-31 $256k 6.3k 40.90
2023-12-31 $238k 6.4k 37.22
2023-09-30 $217k 6.4k 34.02
2023-06-30 $220k 6.4k 34.50