Bridgeworth »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

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