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DFA Tax-Managed US Marketwide Value II shares owned by Dean, Jacobson Financial Services

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Dean, Jacobson Financial Services from 13F filings

Historical chart of Dean, Jacobson Financial Services investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Dean, Jacobson Financial Services 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 Dean, Jacobson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 5.1k 40.90
2023-09-30 $248k 7.3k 34.02
2023-06-30 $251k 7.3k 34.50

More positions owned by Dean, Jacobson Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Texas Pacific Land Corp (TPL)
Fs Credit Opportunities Corp Common Stock (FSCO)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Fs Kkr Capital Corp (FSK)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Dean, Jacobson Financial Services

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