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

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

Historical chart of Grunden Financial Advisory 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 Grunden Financial Advisory 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 Grunden Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 404k 41.69
2024-06-30 $16M 398k 39.27
2024-03-31 $16M 397k 40.90
2023-12-31 $15M 404k 37.22

More positions owned by Grunden Financial Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Texas Instruments Incorporated (TXN)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Grunden Financial Advisory

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
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