Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bare Financial Services »

DFA Tax-Managed US Marketwide Value II shares owned by Bare Financial Services

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

Historical chart of Bare Financial Services 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 Bare Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Bare Financial Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$9.0k	215	41.69
2024-06-30	$8.9k	215	41.31
2024-03-31	$8.4k	215	38.95

More positions owned by Bare Financial Services

Ishares Core S&p 500 Etf Etf (IVV)

Ishares Core Msci Eafe Etf Etf (IEFA)

Vanguard Value Etf Etf (VTV)

Avantis U.s. Small Cap Value Etf Etf (AVUV)

Vanguard Total Bond Market Etf Etf (BND)

Inspire 100 Etf Etf (BIBL)

Inspire International Etf Etf (WWJD)

Inspire Corporate Bond Etf Etf (IBD)

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)

Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)

Timothy Plan Us Small Cap Core Etf Etf (TPSC)

Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)

Capital Group International Focus Equity Etf Etf (CGXU)

Vanguard Russell 1000 Growth Etf Etf (VONG)

Ishares S&p 500 Value Etf Etf (IVE)

View all positions for Bare Financial Services

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management

Mercer Global Advisors

Savant Capital Management

Buckingham Asset Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z