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DFA Tax-Managed US Marketwide Value II shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$463k	12k	39.27
2024-03-31	$481k	12k	40.90
2023-12-31	$437k	12k	37.22

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Dimensional Etf Trust Internatnal Val (DFIV)

Ishares Tr 0-5 Yr Tips Etf (STIP)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Ishares Core Msci Emkt (IEMG)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Ishares Tr Eafe Value Etf (EFV)

Ishares Tr Core Msci Intl (IDEV)

Vanguard Index Fds Real Estate Etf (VNQ)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Us Equity Etf (DFUS)

Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding DFA Tax-Managed US Marketwide Value II

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HPM Partners

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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

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