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Altiora Financial Group »

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

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

Historical chart of Altiora Financial Group 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 Altiora Financial Group 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 Altiora Financial Group

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$13M	317k	39.27
2024-03-31	$13M	317k	40.90
2023-09-30	$3.6M	107k	34.02
2023-06-30	$4.9M	141k	34.50
2023-03-31	$4.8M	145k	33.48
2022-12-31	$4.8M	145k	33.48

More positions owned by Altiora Financial Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust World Ex Us Core (DFAX)

Schwab Strategic Tr Sht Tm Us Tres (SCHO)

Dimensional Etf Trust Short Duration F (DFSD)

Vanguard Index Fds Total Stk Mkt (VTI)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

Spdr Ser Tr Bloomberg 3-12 M (BILS)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Schwab Strategic Tr Us Tips Etf (SCHP)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Core Equity 1 (DCOR)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Gold Tr Ishares New (IAU)

Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Altiora Financial Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Envestnet Asset Management

Savant Capital Management

Buckingham Asset Management

Buckingham Strategic Partners

Wealth Enhancement Advisory Services

HPM Partners

Modera Wealth Management

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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

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