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

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

Historical chart of Burns Wealth Management 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 Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.5M 221k 34.02
2023-06-30 $7.7M 222k 34.50
2023-03-31 $7.4M 222k 33.48
2022-12-31 $7.4M 222k 33.48
2022-09-30 $6.8M 229k 29.61
2022-06-30 $7.2M 229k 31.60

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

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