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DFA Tax-Managed US Marketwide Value II shares owned by Budros, Ruhlin & Roe

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Budros, Ruhlin & Roe from 13F filings

Historical chart of Budros, Ruhlin & Roe 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 Budros, Ruhlin & Roe 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 Budros, Ruhlin & Roe

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.8M 94k 29.61

More positions owned by Budros, Ruhlin & Roe

Berkshire Hathaway Cl B Cl B New (BRK.B)
Schwab Fundamental Intl Lg Co ETF Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Cl A (BRK.A)
iShares MSCI Intl Quality Factor ETF Msci Intl Qualty (IQLT)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Ishares Tr Intl Eqty Factor (INTF)
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)
Advanced Drain Sys Inc Del (WMS)
Invesco FTSE RAFI Dev Mkts ex-US ETF Ftse Rafi Dev (PXF)
Apple (AAPL)
Harbor Long Term Growers Long Term Grower (WINN)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
Elements Rogers Intl Commodity ETN Rog Ttl Etn 22
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)

View all positions for Budros, Ruhlin & Roe

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
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