DFA Tax-Managed US Marketwide Value II shares owned by TPG Financial Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by TPG Financial Advisors
from 13F filings
Historical chart of TPG Financial Advisors 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 TPG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by TPG Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $604k | 15k | 40.92 |
2024-09-30 | $615k | 15k | 41.69 |
2024-06-30 | $579k | 15k | 39.27 |
2023-12-31 | $549k | 15k | 37.23 |
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