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DFA Tax-Managed US Marketwide Value II shares owned by Rockwood Wealth Management

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

Historical chart of Rockwood Wealth Management 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 Rockwood Wealth Management 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 Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $329k 7.9k 41.69
2024-06-30 $314k 8.0k 39.27
2024-03-31 $276k 6.8k 40.90

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Blackrock Short (MEAR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rockwood Wealth Management

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