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

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

Historical chart of Modera 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 Modera 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $91M 2.5M 37.22
2023-09-30 $85M 2.5M 34.02
2023-06-30 $88M 2.5M 34.50
2023-03-31 $87M 2.6M 33.48
2022-12-31 $111M 3.3M 33.48
2022-09-30 $83M 2.8M 29.61
2022-06-30 $95M 3.0M 31.60

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera 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