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DFA Tax-Managed US Marketwide Value II shares owned by One Degree Advisors

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

Historical chart of One Degree 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 One Degree 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 One Degree Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 7.9k 40.94
2023-12-31 $294k 7.9k 37.30

More positions owned by One Degree Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for One Degree Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management
Ml & R Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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