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DFA Tax-Managed US Marketwide Value II shares owned by Eldridge Investment Advisors

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

Historical chart of Eldridge Investment 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 Eldridge Investment 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 Eldridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 29k 37.23
2023-09-30 $1.1M 34k 34.03
2023-06-30 $1.2M 34k 34.49
2023-03-31 $1.3M 39k 33.49
2022-12-31 $1.2M 36k 33.48
2022-09-30 $661k 22k 29.59
2022-06-30 $327k 10k 31.62

More positions owned by Eldridge Investment Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)
Jp Morgan Nasdaq Equity Prem Income Etf Etf (JEPQ)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Etf Etf (QQQ)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf Etf (RDVY)
Jpmorgan Betabuilders Japan Etf Etf (BBJP)
First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf Etf (FPE)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core S&p U S Value Etf Etf (IUSV)
Spdr Ssga Multi Asset Real Return Etf Etf (RLY)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)

View all positions for Eldridge Investment 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