DFA Tax-Managed US Marketwide Value II shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management 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 Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 7.0k | 44.69 |
| 2025-06-30 | $294k | 7.0k | 42.28 |
| 2025-03-31 | $285k | 6.9k | 41.21 |
| 2024-12-31 | $282k | 6.9k | 40.92 |
| 2024-09-30 | $286k | 6.9k | 41.69 |
| 2024-06-30 | $269k | 6.8k | 39.27 |
| 2024-03-31 | $278k | 6.8k | 40.90 |
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