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DFA Tax-Managed US Marketwide Value II shares owned by Oxford Financial

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

Historical chart of Oxford Financial 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 Oxford Financial 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 Oxford Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $488k 14k 34.02
2023-06-30 $494k 14k 34.50
2023-03-31 $480k 14k 33.48
2022-12-31 $480k 14k 33.48
2022-09-30 $424k 14k 29.59
2022-06-30 $453k 14k 31.61

More positions owned by Oxford Financial

Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Intuitive Surgical Com New (ISRG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Winnebago Industries (WGO)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
McDonald's Corporation (MCD)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Oxford Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

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