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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

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
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