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DFA Tax-Managed US Marketwide Value II shares owned by Mjp Associates

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

Historical chart of Mjp Associates 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 Mjp Associates 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 Mjp Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $200k 4.5k 44.69

More positions owned by Mjp Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Global X Fds 1-3 Month T-bill (CLIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
T Rowe Price Etf Price Blue Chip (TCHP)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)

View all positions for Mjp Associates

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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