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DFA Tax-Managed US Marketwide Value II shares owned by Collective Family Office

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

Historical chart of Collective Family Office 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 Collective Family Office 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 Collective Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $567k 14k 40.90
2023-12-31 $516k 14k 37.22
2023-09-30 $472k 14k 34.02
2023-06-30 $478k 14k 34.50
2023-03-31 $464k 14k 33.48
2022-12-31 $464k 14k 33.48
2022-09-30 $411k 14k 29.64
2022-06-30 $438k 14k 31.59

More positions owned by Collective Family Office

J P Morgan Exchange Traded F Municipal Etf (JMUB)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Collective Family Office

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