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

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

Historical chart of Merriman 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 Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $24M 716k 34.02
2023-06-30 $25M 722k 34.50
2023-03-31 $25M 741k 33.48
2022-12-31 $25M 745k 33.48
2022-09-30 $23M 766k 29.61
2022-06-30 $25M 783k 31.60

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Shrt Nat Mun Etf (SUB)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Merriman 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