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DFA Tax-Managed US Marketwide Value II shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 592k 40.90
2023-12-31 $17M 458k 37.22
2023-09-30 $11M 329k 34.02
2023-06-30 $8.4M 245k 34.50
2023-03-31 $5.3M 157k 33.48

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Root Financial Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

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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