DFA Tax-Managed US Marketwide Value II shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa 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 Wealth Advisors of Iowa 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 Wealth Advisors of Iowa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 5.0k | 44.69 |
| 2025-06-30 | $211k | 5.0k | 42.28 |
| 2025-03-31 | $206k | 5.0k | 41.21 |
| 2024-12-31 | $245k | 6.0k | 40.92 |
| 2024-09-30 | $250k | 6.0k | 41.69 |
| 2024-03-31 | $245k | 6.0k | 40.90 |
| 2023-12-31 | $223k | 6.0k | 37.22 |
| 2023-09-30 | $204k | 6.0k | 34.02 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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