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Monument Group Wealth Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors 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 Monument Group Wealth Advisors 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 Monument Group Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$395k	9.6k	40.92
2024-09-30	$402k	9.6k	41.69
2024-06-30	$379k	9.6k	39.27
2024-03-31	$400k	9.8k	40.90
2023-12-31	$367k	9.9k	37.22

More positions owned by Monument Group Wealth Advisors

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Dimensional International Core Equity Market Etf Etf (DFAI)

Vanguard Total Stk Mkt Etf (VTI)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Dimensional Emerging Core Equity Market Etf Etf (DFAE)

Vanguard Small-cap Etf Etf (VB)

Vanguard Value Etf Etf (VTV)

Vanguard Ftse Emerging Markets Etf Etf (VWO)

Ishares Msci Eafe Small Cap Etf Etf (SCZ)

Vanguard Small Cap Value Etf Etf (VBR)

Dimensional Us Sustainability Core 1 Etf Etf (DFSU)

Apple Stock (AAPL)

Vanguard Short-term Bond Etf Etf (BSV)

Avantis U.s. Equity Etf Etf (AVUS)

Coca Cola Stock (KO)

View all positions for Monument Group Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Envestnet Asset Management

Savant Capital Management

Buckingham Strategic Partners

Wealth Enhancement Advisory Services

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

HPM Partners

Modera Wealth Management

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

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