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

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

Historical chart of Abich Financial 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 Abich Financial 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 Abich Financial Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $31k 790 39.27

More positions owned by Abich Financial Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Raytheon Technologies Corp (RTX)
Exxon Mobil Corporation (XOM)
Cisco Systems (CSCO)
Wells Fargo & Company (WFC)
Comcast Corp Cl A (CMCSA)
Merck & Co (MRK)

View all positions for Abich Financial Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
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Buckingham Asset Management
CI Private Wealth
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Index Fund Advisors
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Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
TCI Wealth Advisors
Rsm Us Wealth Management

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