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

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

Historical chart of Sanctuary 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 Sanctuary 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 Sanctuary Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $25k 676 37.24

More positions owned by Sanctuary Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Fds Consum Dis Etf (VCR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Real Estate Etf (VNQ)
Axon Enterprise (AXON)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Fds Health Car Etf (VHT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Sanctuary Wealth Management

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