DFA Tax-Managed US Marketwide Value II shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $37M | 898k | 41.69 |
| 2024-06-30 | $35M | 898k | 39.27 |
| 2024-03-31 | $37M | 908k | 40.90 |
| 2023-09-30 | $33M | 969k | 34.02 |
| 2023-06-30 | $34M | 976k | 34.50 |
| 2023-03-31 | $31M | 930k | 33.48 |
| 2022-12-31 | $31M | 925k | 33.48 |
| 2022-09-30 | $27M | 902k | 29.61 |
| 2022-06-30 | $28M | 900k | 31.60 |
More positions owned by Wescott Financial Advisory Group
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