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Householder Group Estate & Retirement Specialist »

DFA Tax-Managed US Marketwide Value II shares owned by Householder Group Estate & Retirement Specialist

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Householder Group Estate & Retirement Specialist from 13F filings

Historical chart of Householder Group Estate & Retirement Specialist investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$170k	4.2k	40.75
2024-09-30	$162k	3.9k	41.60
2023-12-31	$403k	11k	37.18

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View all positions for Householder Group Estate & Retirement Specialist

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

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TCI Wealth Advisors

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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HPM Partners

Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II

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