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DFA Tax-Managed US Marketwide Value II shares owned by Total Wealth Planning

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth 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 Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Total Wealth Planning

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$6.2M	152k	40.90
2023-12-31	$6.3M	169k	37.22
2023-09-30	$7.3M	214k	34.02
2023-06-30	$4.8M	138k	34.50
2023-03-31	$4.6M	139k	33.48
2022-12-31	$4.7M	140k	33.48
2022-09-30	$5.0M	170k	29.61

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View all positions for Total Wealth Planning

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View all funds holding DFA Tax-Managed US Marketwide Value II

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