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DFA Tax-Managed US Marketwide Value II shares owned by MB Generational Wealth

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

Historical chart of MB Generational Wealth 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 MB Generational Wealth 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 MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $294k 7.2k 40.90
2023-12-31 $268k 7.2k 37.22

More positions owned by MB Generational Wealth

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Dimensional Etf Trust International (DFSI)

View all positions for MB Generational Wealth

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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