DFA Tax-Managed US Marketwide Value II shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by VERITY Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $523k | 13k | 40.92 |
2024-09-30 | $533k | 13k | 41.69 |
2024-06-30 | $502k | 13k | 39.27 |
2024-03-31 | $523k | 13k | 40.90 |
2023-12-31 | $476k | 13k | 37.22 |
2023-09-30 | $435k | 13k | 34.02 |
2023-06-30 | $441k | 13k | 34.50 |
2023-03-31 | $428k | 13k | 33.48 |
2022-12-31 | $428k | 13k | 33.48 |
2022-09-30 | $378k | 13k | 29.59 |
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