DFA Tax-Managed US Marketwide Value II shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Wealthstream Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 154k | 44.69 |
| 2025-06-30 | $6.6M | 157k | 42.28 |
| 2025-03-31 | $6.5M | 157k | 41.21 |
| 2024-12-31 | $6.5M | 159k | 40.92 |
| 2024-09-30 | $7.0M | 168k | 41.69 |
| 2024-06-30 | $6.6M | 168k | 39.27 |
| 2024-03-31 | $7.0M | 172k | 40.90 |
| 2023-12-31 | $6.4M | 173k | 37.22 |
| 2023-09-30 | $6.1M | 178k | 34.02 |
| 2023-06-30 | $6.4M | 185k | 34.50 |
| 2023-03-31 | $6.2M | 186k | 33.48 |
| 2022-12-31 | $6.3M | 188k | 33.48 |
| 2022-09-30 | $5.4M | 182k | 29.61 |
| 2022-06-30 | $5.8M | 182k | 31.60 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II