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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 53k 40.90
2023-12-31 $2.0M 53k 37.22
2023-09-30 $916k 27k 34.02
2023-06-30 $929k 27k 34.50
2023-03-31 $937k 28k 33.48
2022-12-31 $943k 28k 33.48
2022-09-30 $894k 30k 29.60
2022-06-30 $963k 31k 31.59

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission 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