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DFA Tax-Managed US Marketwide Value II shares owned by Sanford Advisory Services

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

Historical chart of Sanford Advisory Services 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 Sanford Advisory Services 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 Sanford Advisory Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.1M 32k 33.48

More positions owned by Sanford Advisory Services

Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Stryker Corporation (SYK)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Trust Msci Usa Small Cap Msci Usa Sml Cp (SMLF)
Ishares Tr Select Divid Etf Select Divid Etf (DVY)
Invesco S&p Midcap Low Volatility Etf S&p Midcp Low (XMLV)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Incorporated Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Etf (AGG)

View all positions for Sanford Advisory Services

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II