DFA Tax-Managed US Marketwide Value II shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Mariner Wealth 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 Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $17M | 409k | 40.90 |
2023-12-31 | $14M | 381k | 37.22 |
2023-09-30 | $13M | 370k | 34.02 |
2023-06-30 | $13M | 379k | 34.50 |
2023-03-31 | $12M | 367k | 33.48 |
2022-12-31 | $12M | 362k | 33.48 |
2022-09-30 | $12M | 390k | 29.61 |
2022-06-30 | $11M | 347k | 31.60 |
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