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DFA Tax-Managed US Marketwide Value II shares owned by Mercer Global Advisors

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

Historical chart of Mercer Global 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 Mercer Global Advisors 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 Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $750M 20M 37.22
2023-09-30 $602M 18M 34.02
2023-06-30 $527M 15M 34.50
2023-03-31 $329M 9.8M 33.48
2022-12-31 $262M 7.8M 33.48
2022-09-30 $183M 6.2M 29.61
2022-06-30 $181M 5.7M 31.60

More positions owned by Mercer Global Advisors

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Intl Ftse Dev M (VEA)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Msci Intl Moment (IMTM)

View all positions for Mercer Global 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