DFA Tax-Managed US Marketwide Value II shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital 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 Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $263k | 6.3k | 41.69 |
| 2024-06-30 | $248k | 6.3k | 39.27 |
| 2024-03-31 | $258k | 6.3k | 40.90 |
| 2023-12-31 | $235k | 6.3k | 37.22 |
| 2023-09-30 | $994k | 29k | 34.02 |
| 2023-06-30 | $1.0M | 29k | 34.50 |
| 2023-03-31 | $978k | 29k | 33.48 |
| 2022-12-31 | $761k | 23k | 33.48 |
| 2022-09-30 | $673k | 23k | 29.61 |
| 2022-06-30 | $800k | 25k | 31.60 |
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