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

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

Historical chart of Dopkins 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 Dopkins 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 Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 416k 37.22
2023-09-30 $14M 424k 34.02
2023-06-30 $13M 384k 34.50
2023-03-31 $13M 379k 33.48
2022-12-31 $13M 391k 33.48
2022-09-30 $11M 377k 29.61
2022-06-30 $12M 383k 31.60

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Dopkins 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