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

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

Historical chart of Ariadne 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 Ariadne 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 Ariadne Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 179k 43.37
2024-06-30 $7.1M 181k 39.27

More positions owned by Ariadne Wealth Management

Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Silver Tr Ishares (SLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis Intl Sml (AVDS)

View all positions for Ariadne Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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