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DFA Tax-Managed US Marketwide Value II shares owned by Andrews, Lucia Wealth Management

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

Historical chart of Andrews, Lucia 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 Andrews, Lucia 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 Andrews, Lucia Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 366k 37.22
2023-09-30 $13M 368k 34.02
2023-06-30 $13M 365k 34.50
2023-03-31 $12M 359k 33.48
2022-12-31 $12M 353k 33.48
2022-09-30 $10M 343k 29.61

More positions owned by Andrews, Lucia Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Andrews, Lucia Wealth Management

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