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DFA Tax-Managed US Marketwide Value II shares owned by Revisor Wealth Management

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

Historical chart of Revisor Wealth Management 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 Revisor Wealth Management 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 Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $947k 24k 39.06
2023-12-31 $366k 9.8k 37.22
2023-09-30 $618k 18k 34.02
2023-06-30 $551k 16k 34.50
2023-03-31 $534k 16k 33.48

More positions owned by Revisor Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Em Mkts Div Etf (DVYE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Apple (AAPL)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for Revisor Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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CI Private Wealth
Plan
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
TCI Wealth Advisors
Truepoint

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