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DFA Tax-Managed US Marketwide Value II shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies 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 Juncture Wealth Strategies 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 Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 412k 40.90
2023-12-31 $11M 299k 37.22
2023-09-30 $9.4M 278k 34.02
2023-06-30 $9.6M 277k 34.50
2023-03-31 $10M 307k 33.48
2022-12-31 $12M 371k 33.48
2022-09-30 $13M 422k 29.61
2022-06-30 $9.7M 308k 31.60

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

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