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DFA Tax-Managed US Marketwide Value II shares owned by Bft Financial Group

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bft Financial Group from 13F filings

Historical chart of Bft Financial Group 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 Bft Financial Group 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 Bft Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $519k 15k 34.50
2023-03-31 $501k 15k 33.48
2022-06-30 $466k 15k 31.58

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View all positions for Bft Financial Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
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Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
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View all funds holding DFA Tax-Managed US Marketwide Value II