DFA Tax-Managed US Marketwide Value II shares owned by Clear Perspectives Financial Planning
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Clear Perspectives Financial Planning
from 13F filings
Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $527k | 16k | 33.48 |
2022-12-31 | $529k | 16k | 33.48 |
2022-09-30 | $467k | 16k | 29.59 |
2022-06-30 | $525k | 17k | 31.62 |
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