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

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

Historical chart of Evoke Wealth 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 Evoke Wealth 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 Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $674k 18k 37.22
2023-09-30 $250k 7.3k 34.02
2023-06-30 $253k 7.3k 34.50
2023-03-31 $246k 7.3k 33.48
2022-12-31 $246k 7.3k 33.48
2022-09-30 $217k 7.3k 29.56
2022-06-30 $232k 7.3k 31.60

More positions owned by Evoke Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Etf (ACWI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Evoke Wealth

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