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DFA Tax-Managed US Marketwide Value II shares owned by tru Independence

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

Historical chart of tru Independence 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 tru Independence 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 tru Independence

Quarter filed Position value Share count Share price at filing
2024-03-31 $961k 24k 40.90
2023-12-31 $872k 23k 37.22
2023-09-30 $897k 26k 34.02
2023-06-30 $910k 26k 34.50
2023-03-31 $936k 28k 33.48
2022-12-31 $936k 28k 33.48
2022-09-30 $827k 28k 29.59
2022-06-30 $507k 16k 31.60

More positions owned by tru Independence

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
General Motors Company (GM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Allstate Corporation (ALL)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wells Fargo & Company (WFC)
Travelers Companies (TRV)
Simon Property (SPG)
Triumph (TGI)
Merck & Co (MRK)
Ford Motor Company (F)

View all positions for tru Independence

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