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DFA Tax-Managed US Marketwide Value II shares owned by Embree Financial Group

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

Historical chart of Embree Financial Group 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 Embree Financial Group 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 Embree Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.1M 222k 40.92
2024-09-30 $8.7M 209k 41.69
2024-06-30 $7.7M 195k 39.27
2024-03-31 $7.4M 180k 40.90
2023-12-31 $6.0M 160k 37.22

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Cme (CME)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
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Blackstone Group Inc Com Cl A (BX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Embree Financial Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
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