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DFA Tax-Managed US Marketwide Value II shares owned by M Financial Asset Management

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

Historical chart of M Financial Asset 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 M Financial Asset 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 M Financial Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.8M 210k 37.22
2023-09-30 $7.1M 210k 34.02
2023-06-30 $7.9M 228k 34.50
2023-03-31 $6.2M 186k 33.48
2022-12-31 $6.3M 186k 33.62
2022-09-30 $5.4M 184k 29.61
2022-06-30 $3.4M 109k 31.60

More positions owned by M Financial Asset Management

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimentional Us Value (DFUV)
Dimentional Intl Value (DFIV)
Dimentional Us Small (DFAS)
Vanguard World Fds Energy Etf (VDE)
Vanguard World Fds Materials Etf (VAW)
Flexshares Gl Up Nat Res (GUNR)
Ishares Tr Gl Timb Fore Etf (WOOD)
Vaneck Vectors Etf Tr Agribusiness Etf (MOO)

View all positions for M Financial Asset 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