DFA Tax-Managed US Marketwide Value II shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Vista Wealth Management Group 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 Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 52k | 40.90 |
| 2023-12-31 | $2.6M | 69k | 37.22 |
| 2023-09-30 | $2.3M | 69k | 34.02 |
| 2023-06-30 | $2.5M | 71k | 34.50 |
| 2023-03-31 | $2.4M | 73k | 33.48 |
| 2022-12-31 | $2.7M | 80k | 33.48 |
| 2022-09-30 | $2.8M | 87k | 32.38 |
| 2022-06-30 | $2.8M | 89k | 31.10 |
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