DFA Tax-Managed US Marketwide Value II shares owned by Total Wealth Planning
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 128k | 41.69 |
| 2024-06-30 | $5.4M | 132k | 41.23 |
| 2024-03-31 | $6.2M | 152k | 40.90 |
| 2023-12-31 | $6.3M | 169k | 37.22 |
| 2023-09-30 | $7.3M | 214k | 34.02 |
| 2023-06-30 | $4.8M | 138k | 34.50 |
| 2023-03-31 | $4.6M | 139k | 33.48 |
| 2022-12-31 | $4.7M | 140k | 33.48 |
| 2022-09-30 | $5.0M | 170k | 29.61 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II