DFA Tax-Managed US Marketwide Value II shares owned by Waterfront Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth 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 Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 6.7k | 44.65 |
| 2025-06-30 | $281k | 6.7k | 42.28 |
| 2025-03-31 | $274k | 6.7k | 41.21 |
| 2024-12-31 | $272k | 6.7k | 40.92 |
| 2024-09-30 | $279k | 6.7k | 41.88 |
| 2024-06-30 | $261k | 6.7k | 39.27 |
| 2024-03-31 | $261k | 6.7k | 39.21 |
| 2023-12-31 | $248k | 6.7k | 37.22 |
| 2023-09-30 | $217k | 6.7k | 32.57 |
| 2023-06-30 | $239k | 6.7k | 35.93 |
| 2023-03-31 | $223k | 6.7k | 33.48 |
| 2022-12-31 | $235k | 6.7k | 35.36 |
| 2022-09-30 | $222k | 6.7k | 33.36 |
| 2022-06-30 | $210k | 6.7k | 31.56 |
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