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DFA Tax-Managed US Marketwide Value II shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth 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 Valued Wealth Advisors 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 Valued Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.9M	47k	41.69
2024-06-30	$1.8M	46k	39.27
2024-03-31	$1.8M	43k	40.90

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Top funds holding DFA Tax-Managed US Marketwide Value II

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View all funds holding DFA Tax-Managed US Marketwide Value II

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