DFA Tax-Managed US Marketwide Value II shares owned by Wealth Architects
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects 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 Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 702k | 41.69 |
| 2024-06-30 | $28M | 713k | 39.27 |
| 2024-03-31 | $30M | 728k | 40.90 |
| 2023-12-31 | $27M | 735k | 37.22 |
| 2023-09-30 | $25M | 738k | 34.02 |
| 2023-06-30 | $26M | 750k | 34.50 |
| 2023-03-31 | $26M | 780k | 33.48 |
| 2022-12-31 | $27M | 799k | 33.48 |
| 2022-09-30 | $25M | 838k | 29.61 |
| 2022-06-30 | $26M | 811k | 31.60 |
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