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DFA Tax-Managed US Marketwide Value II shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $874k 21k 40.90
2023-12-31 $805k 21k 37.65
2023-09-30 $715k 21k 33.46
2023-06-30 $749k 21k 35.04
2023-03-31 $716k 21k 33.50
2022-12-31 $713k 21k 33.36
2022-09-30 $654k 21k 30.60

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MBM Wealth Consultants

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