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DFA Tax-Managed US Marketwide Value II shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors 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 BKD Wealth Advisors 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 BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 6.7k 40.90
2023-12-31 $253k 6.8k 37.22
2023-09-30 $249k 7.3k 34.02
2023-06-30 $267k 7.7k 34.50
2023-03-31 $259k 7.7k 33.48
2022-12-31 $272k 8.1k 33.48
2022-09-30 $269k 9.1k 29.54

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for BKD Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
HighTower Advisors
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
TCI Wealth Advisors
Truepoint

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