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

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

Historical chart of Grand 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 Grand 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 Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 66k 37.22
2023-09-30 $2.2M 66k 34.02
2023-06-30 $2.3M 68k 34.50
2023-03-31 $2.3M 68k 33.48
2022-12-31 $2.3M 69k 33.48
2022-09-30 $2.1M 70k 29.62
2022-06-30 $2.2M 70k 31.60

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Grand Wealth Management

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