Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Radnor Financial Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Radnor Financial Advisors

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

Historical chart of Radnor Financial 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 Radnor Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Radnor Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2022-09-30	$53M	1.8M	29.61
2022-06-30	$54M	1.7M	31.60

More positions owned by Radnor Financial Advisors

Dimensional US Marketwide Value ETF Etf (DFUV)

Vanguard SC Growth ETF Etf (VBK)

Schwab International Small-Cap Equity ETF Etf (SCHC)

Vanguard Growth ETF Etf (VUG)

Vanguard Total Stock Market ETF Etf (VTI)

Dimensional U.S. Targeted Value ETF Etf (DFAT)

Vanguard Emerging Markets Stock ETF Etf (VWO)

Schwab EMG Mkt Equity ETF Etf (SCHE)

Schwab US SC ETF Etf (SCHA)

iShares MSCI EAFE Small Cap Index Etf (SCZ)

Vanguard S&P 500 ETF Etf (VOO)

Vanguard Small-Cap Value ETF Etf (VBR)

Vanguard Dividend Appreciation Index fund Etf (VIG)

Vanguard Total International Stock ETF Etf (VXUS)

iShares S&P 500 Index Etf (IVV)

View all positions for Radnor Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management

Mercer Global Advisors

Savant Capital Management

Buckingham Asset Management

Buckingham Strategic Partners

Wealth Enhancement Advisory Services

HPM Partners

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z