DFA Tax-Managed US Marketwide Value II shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $737k | 18k | 40.90 |
| 2023-12-31 | $671k | 18k | 37.22 |
| 2023-09-30 | $613k | 18k | 34.02 |
| 2023-06-30 | $622k | 18k | 34.50 |
| 2023-03-31 | $604k | 18k | 33.48 |
| 2022-12-31 | $603k | 18k | 33.48 |
| 2022-09-30 | $527k | 18k | 29.60 |
| 2022-06-30 | $563k | 18k | 31.62 |
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