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DFA Tax-Managed US Marketwide Value II shares owned by EdgeRock Capital

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

Historical chart of EdgeRock Capital 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 EdgeRock Capital 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 EdgeRock Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 606 37.67
2022-09-30 $26k 881 29.51

More positions owned by EdgeRock Capital

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Amazon (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for EdgeRock Capital

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