DFA Tax-Managed US Marketwide Value II shares owned by WPWealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by WPWealth
from 13F filings
Historical chart of WPWealth 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 WPWealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 536k | 44.69 |
| 2025-03-31 | $14M | 342k | 41.21 |
| 2024-12-31 | $13M | 321k | 40.92 |
| 2024-09-30 | $13M | 313k | 41.69 |
| 2024-06-30 | $13M | 318k | 39.27 |
| 2024-03-31 | $13M | 314k | 40.90 |
| 2023-12-31 | $13M | 336k | 37.22 |
| 2023-09-30 | $12M | 342k | 34.02 |
| 2023-06-30 | $13M | 361k | 34.50 |
| 2023-03-31 | $13M | 386k | 33.48 |
| 2022-12-31 | $17M | 498k | 33.48 |
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