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

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

Historical chart of Meritas 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 Meritas 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 Meritas Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 645k 40.90
2023-12-31 $24M 652k 37.22
2023-09-30 $30M 869k 34.02
2023-06-30 $30M 875k 34.50
2023-03-31 $29M 867k 33.48
2022-12-31 $29M 863k 33.48

More positions owned by Meritas Wealth Management

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Etf (DFUS)
Sentinelone Cl A (S)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Meritas Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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Modera Wealth Management
HPM Partners
Ml & R Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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Truepoint

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