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Fonville Wealth Management »

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

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

Historical chart of Fonville 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 Fonville 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 Fonville Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$2.4M	58k	41.69
2024-06-30	$2.3M	59k	39.27
2024-03-31	$2.5M	60k	40.90
2023-12-31	$2.2M	60k	37.22

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American Centy Etf Tr Us Sml Cp Valu (AVUV)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

American Centy Etf Tr Avantis Emgmkt (AVEM)

American Centy Etf Tr Us Eqt Etf (AVUS)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Bd Index Fds Intermed Term (BIV)

Ishares Tr A Rate Cp Bd Etf (QLTA)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Index Fds Growth Etf (VUG)

Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Fonville Wealth Management

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