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DFA Tax-Managed US Marketwide Value II shares owned by Ml & R Wealth Management

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

Historical chart of Ml & R 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 Ml & R 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 Ml & R Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $83M 2.2M 37.22
2023-09-30 $74M 2.2M 34.02
2023-06-30 $74M 2.1M 34.50
2023-03-31 $72M 2.2M 33.48
2022-12-31 $69M 2.1M 33.48
2022-09-30 $58M 2.0M 29.61

More positions owned by Ml & R Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Rus Mid Cap Etf (IWR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Ml & R 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