DFA Tax-Managed US Marketwide Value II shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services 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 Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $125M | 2.8M | 44.85 |
| 2025-06-30 | $123M | 2.8M | 43.19 |
| 2025-03-31 | $117M | 2.8M | 41.21 |
| 2024-12-31 | $118M | 2.9M | 40.92 |
| 2024-06-30 | $129M | 3.3M | 39.27 |
| 2024-03-31 | $135M | 3.3M | 40.90 |
| 2023-12-31 | $130M | 3.5M | 37.22 |
| 2023-09-30 | $122M | 3.6M | 34.02 |
| 2023-06-30 | $720k | 21k | 34.50 |
| 2023-03-31 | $874k | 26k | 33.48 |
| 2022-06-30 | $259k | 8.2k | 31.69 |
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