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

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

Historical chart of Bridgeworth 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 Bridgeworth 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 Bridgeworth

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$37M	981k	37.22
2023-09-30	$24M	693k	34.02
2023-06-30	$23M	656k	34.50
2023-03-31	$17M	517k	33.48
2022-12-31	$4.8M	143k	33.48
2022-09-30	$3.6M	123k	29.61
2022-06-30	$3.9M	123k	31.60

More positions owned by Bridgeworth

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Dimensional Etf Trust Intl Core Equity (DFIC)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Dimensional Etf Trust Us Real Estate E (DFAR)

Leuthold Fds Core Etf (LCR)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Bridgeworth

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

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