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DFA Tax-Managed US Marketwide Value II shares owned by Evanson Asset Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Evanson Asset Management from 13F filings

Historical chart of Evanson Asset Management 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 Evanson Asset Management 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $54M 1.3M 40.90
2023-12-31 $49M 1.3M 37.22
2023-09-30 $44M 1.3M 34.02
2023-06-30 $45M 1.3M 34.50
2023-03-31 $44M 1.3M 33.48
2022-12-31 $44M 1.3M 33.48
2022-09-30 $37M 1.3M 29.61
2022-06-30 $40M 1.2M 31.60

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Evanson Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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