DFA Tax-Managed US Marketwide Value II shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett 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 WealthTrust DunckerStreett consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by WealthTrust DunckerStreett
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $70k | 1.7k | 40.90 |
2023-12-31 | $64k | 1.7k | 37.22 |
2023-09-30 | $59k | 1.7k | 34.02 |
2023-06-30 | $59k | 1.7k | 34.50 |
2023-03-31 | $58k | 1.7k | 33.48 |
2022-12-31 | $58k | 1.7k | 33.48 |
2022-09-30 | $51k | 1.7k | 29.69 |
2022-06-30 | $54k | 1.7k | 31.60 |
More positions owned by WealthTrust DunckerStreett
View all positions for WealthTrust DunckerStreett
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II