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

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

Historical chart of FMFE Wealth Management 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 FMFE Wealth Management 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 FMFE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $24M 602k 39.27
2024-03-31 $24M 595k 40.90
2023-12-31 $22M 595k 37.22

More positions owned by FMFE Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Brown & Brown (BRO)
Central Securities (CET)
Eli Lilly & Co. (LLY)
Ge Aerospace Com New (GE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Monster Beverage Corp (MNST)
Visa Com Cl A (V)

View all positions for FMFE Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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