DFA Tax-Managed US Marketwide Value II shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary 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 Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 168k | 44.69 |
| 2025-06-30 | $5.3M | 126k | 42.28 |
| 2025-03-31 | $5.0M | 121k | 41.21 |
| 2024-12-31 | $4.8M | 117k | 40.92 |
| 2024-09-30 | $4.2M | 100k | 41.69 |
| 2024-06-30 | $3.9M | 99k | 39.27 |
| 2024-03-31 | $4.2M | 102k | 40.90 |
| 2023-12-31 | $3.7M | 100k | 37.22 |
| 2023-09-30 | $3.4M | 101k | 34.02 |
| 2023-06-30 | $3.4M | 100k | 34.50 |
| 2023-03-31 | $3.3M | 100k | 33.48 |
| 2022-12-31 | $3.2M | 95k | 33.48 |
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