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

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

Historical chart of Bannerman Wealth Management 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 Bannerman Wealth Management 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 Bannerman Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 26k 44.69
2025-06-30 $1.7M 39k 42.28
2025-03-31 $1.7M 40k 41.21
2024-12-31 $1.7M 41k 40.92

More positions owned by Bannerman Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Real Estate E (DFAR)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Bannerman Wealth Management Group

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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