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DFA Tax-Managed US Marketwide Value II shares owned by Jentner

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

Historical chart of Jentner 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 Jentner 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 Jentner

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 90k 37.22
2023-09-30 $3.1M 92k 34.02
2023-06-30 $3.3M 94k 34.50
2023-03-31 $3.2M 94k 33.48
2022-12-31 $3.4M 100k 33.48
2022-09-30 $3.0M 100k 29.61
2022-06-30 $3.2M 100k 31.60

More positions owned by Jentner

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Jentner

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