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DFA Tax-Managed US Marketwide Value II shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth 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 Monterey Private Wealth 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $638k 16k 40.90
2023-12-31 $579k 16k 37.22
2023-09-30 $527k 16k 34.02
2023-06-30 $533k 15k 34.50
2023-03-31 $515k 15k 33.48
2022-12-31 $513k 15k 33.48
2022-09-30 $458k 15k 29.98

More positions owned by Monterey Private Wealth

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

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