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DFA Tax-Managed US Marketwide Value II shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth 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 Melfa Wealth 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 68k 40.90
2023-12-31 $2.5M 67k 37.22
2023-09-30 $2.4M 71k 34.02
2023-06-30 $2.5M 72k 34.50
2023-03-31 $2.5M 75k 33.48
2022-12-31 $2.6M 76k 33.48

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth 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