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DFA Tax-Managed US Marketwide Value II shares owned by Bellwether Advisors

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

Historical chart of Bellwether Advisors 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 Bellwether Advisors 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 Bellwether Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 4.9k 41.69
2023-03-31 $163k 4.9k 33.48
2022-12-31 $163k 4.9k 33.48
2022-09-30 $144k 4.9k 29.60
2022-06-30 $153k 4.9k 31.45

More positions owned by Bellwether Advisors

Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Hlthcare Etf (IYH)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Broadcom (AVGO)
Select Sector Spdr Tr Indl (XLI)
Oracle Corporation (ORCL)
Ishares Tr Us Consm Staples (IYK)
ON Semiconductor (ON)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Bellwether Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Savant Capital Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
Buckingham Strategic Partners
HPM Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Modera Wealth Management
TCI Wealth Advisors
Rsm Us Wealth Management
Truepoint

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