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DFA Tax-Managed US Marketwide Value II shares owned by Red Tortoise

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

Historical chart of Red Tortoise 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 Red Tortoise 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 Red Tortoise

Quarter filed Position value Share count Share price at filing
2023-12-31 $665k 18k 37.22
2023-09-30 $608k 18k 34.02
2023-06-30 $616k 18k 34.50
2023-03-31 $616k 18k 33.48
2022-12-31 $616k 18k 33.48
2022-06-30 $581k 18k 31.59
2021-09-30 $545k 18k 29.63

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p 500 Etf Etf (IVV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for Red Tortoise

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