Baldrige Asset Management »

DFA Tax-Managed US Marketwide Value II shares owned by Baldrige Asset Management

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

Historical chart of Baldrige Asset 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 Baldrige Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Baldrige Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $414k 12k 33.51
2022-12-31 $414k 12k 33.51
2022-09-30 $366k 12k 29.62
2022-06-30 $390k 12k 31.57

More positions owned by Baldrige Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Msci (MSCI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Air Products & Chemicals (APD)

View all positions for Baldrige Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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