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DFA Tax-Managed US Marketwide Value II shares owned by Rehmann Capital Advisory

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

Historical chart of Rehmann Capital Advisory 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 Rehmann Capital Advisory 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 Rehmann Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $829k 20k 40.90
2023-09-30 $656k 19k 34.02
2023-06-30 $772k 22k 34.50
2023-03-31 $602k 18k 33.48
2022-12-31 $634k 19k 33.48
2022-09-30 $257k 8.7k 29.61

More positions owned by Rehmann Capital Advisory

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Stryker Corporation (SYK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)

View all positions for Rehmann Capital Advisory

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