DFA Tax-Managed US Marketwide Value II shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $14M | 381k | 37.22 |
2023-09-30 | $14M | 414k | 34.02 |
2023-06-30 | $17M | 502k | 34.50 |
2023-03-31 | $18M | 531k | 33.48 |
2022-12-31 | $19M | 553k | 33.48 |
2022-09-30 | $14M | 486k | 29.61 |
2022-06-30 | $13M | 406k | 31.61 |
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