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DFA Tax-Managed US Marketwide Value II shares owned by BetterWealth

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

Historical chart of BetterWealth 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 BetterWealth 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 BetterWealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 52k 40.90
2023-12-31 $2.1M 55k 37.22
2023-09-30 $1.9M 56k 34.02
2023-06-30 $2.0M 57k 34.50
2023-03-31 $2.0M 59k 33.48
2022-12-31 $2.2M 65k 33.48
2022-09-30 $2.4M 82k 29.61
2022-06-30 $2.7M 86k 31.61

More positions owned by BetterWealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Sustainabilty (DFSU)

View all positions for BetterWealth

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