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DFA Tax-Managed US Marketwide Value II shares owned by DHJJ Financial Advisors

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by DHJJ Financial Advisors from 13F filings

Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $182k 4.4k 40.90
2023-12-31 $175k 4.7k 37.22
2023-09-30 $160k 4.7k 34.02

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for DHJJ Financial Advisors

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