Level Financial Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Level Financial Advisors

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

Historical chart of Level Financial Advisors 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 Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 209k 40.90
2023-12-31 $7.8M 209k 37.22
2023-09-30 $7.2M 213k 34.02
2023-06-30 $7.3M 211k 34.50
2023-03-31 $7.3M 217k 33.48
2022-12-31 $7.3M 219k 33.48
2022-09-30 $6.6M 222k 29.61
2022-06-30 $7.1M 224k 31.60

More positions owned by Level Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Level Financial Advisors

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