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OLIO Financial Planning »

DFA Tax-Managed US Marketwide Value II shares owned by OLIO Financial Planning

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

Historical chart of OLIO Financial Planning 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 OLIO Financial Planning 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 OLIO Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$213k	5.7k	37.36
2024-06-30	$213k	5.7k	37.36
2024-03-31	$213k	5.7k	37.36
2023-12-31	$213k	5.7k	37.36

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Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Schwab Strategic Tr Us Tips Etf (SCHP)

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View all positions for OLIO Financial Planning

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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