DFA Tax-Managed US Marketwide Value II shares owned by Waypoint Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Waypoint Capital Advisors
from 13F filings
Historical chart of Waypoint Capital Advisors 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 Waypoint Capital 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 Waypoint Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 92k | 41.69 |
| 2024-06-30 | $3.6M | 92k | 39.27 |
| 2024-03-31 | $3.8M | 94k | 40.90 |
| 2023-12-31 | $3.5M | 94k | 37.22 |
| 2023-09-30 | $818k | 24k | 34.02 |
| 2023-06-30 | $829k | 24k | 34.50 |
| 2023-03-31 | $593k | 18k | 33.48 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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