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

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

Historical chart of Francis Financial 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 Francis Financial 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 62k 40.90
2023-12-31 $2.6M 69k 37.22
2023-09-30 $2.7M 81k 34.02
2023-06-30 $3.4M 99k 34.50
2023-03-31 $5.2M 155k 33.48
2022-12-31 $6.0M 178k 33.48
2022-09-30 $5.1M 173k 29.61
2022-06-30 $5.6M 172k 32.70

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Adv Invt Gra (ELQD)

View all positions for Francis Financial

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