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

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

Historical chart of Hemington 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 Hemington 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 Hemington Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 125k 40.90
2023-12-31 $4.7M 126k 37.22
2023-09-30 $4.3M 127k 34.02
2023-06-30 $5.5M 159k 34.50
2023-03-31 $5.9M 178k 33.48
2022-12-31 $6.0M 179k 33.48
2022-09-30 $5.0M 168k 29.61

More positions owned by Hemington Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Hemington 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