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DFA Tax-Managed US Marketwide Value II shares owned by Efficient Frontier Advisors

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

Historical chart of Efficient Frontier 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 Efficient Frontier 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 Efficient Frontier Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $33M 803k 40.92
2024-09-30 $33M 795k 41.69
2024-06-30 $31M 786k 39.27
2024-03-31 $32M 793k 40.90
2023-12-31 $29M 778k 37.22

More positions owned by Efficient Frontier Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vaneck Etf Trust Gold Miners Etf (GDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
American Centy Etf Tr Avantis Emerging (AVEE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Efficient Frontier Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II