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DFA Tax-Managed US Marketwide Value II shares owned by Hanson McClain Advisors

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

Historical chart of Hanson McClain 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 Hanson McClain 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 410k 40.90
2023-12-31 $15M 405k 37.22
2023-09-30 $14M 410k 34.02
2023-06-30 $15M 423k 34.50
2023-03-31 $15M 453k 33.48
2022-12-31 $15M 460k 33.48
2022-09-30 $14M 458k 29.61
2022-06-30 $15M 460k 31.60

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Hanson McClain Advisors

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