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MB Generational Wealth »

DFA Tax-Managed US Marketwide Value II shares owned by MB Generational Wealth

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

Historical chart of MB Generational Wealth 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 MB Generational Wealth 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 MB Generational Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$300k	7.2k	41.69
2024-06-30	$283k	7.2k	39.27
2024-03-31	$294k	7.2k	40.90
2023-12-31	$268k	7.2k	37.22

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Dimensional Etf Trust Intl Small Cap V (DISV)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Dimensional Etf Trust Intl High Profit (DIHP)

American Centy Etf Tr Emerging Mkt Val (AVES)

Dimensional Etf Trust Us Sustainabilty (DFSU)

Ishares Tr Core S&p500 Etf (IVV)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Tr Eafe Sml Cp Etf (SCZ)

Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for MB Generational Wealth

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management

Mercer Global Advisors

Savant Capital Management

Buckingham Asset Management

Buckingham Strategic Partners

Wealth Enhancement Advisory Services

HPM Partners

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

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

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