Resource Planning Group »

DFA Tax-Managed US Marketwide Value II shares owned by Resource Planning Group

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

Historical chart of Resource Planning Group 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 Resource Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Resource Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 68k 37.22

More positions owned by Resource Planning Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Emrg Chn (EMXC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Resource Planning Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
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