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DFA Tax-Managed US Marketwide Value II shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 94k 37.22
2023-09-30 $1.7M 49k 34.02
2023-06-30 $220k 6.4k 34.50

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Ishares Russell 2000 Etf Etf (IWM)
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)
Spdr Portfolio S P 1500 Cmpst St Etf Etf (SPTM)
Ishares Msci Emerging Markets Etf Etf (EEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for BIP Wealth

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