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

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

Historical chart of Silvia Mccoll 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 Silvia Mccoll 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 Silvia Mccoll Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $487k 14k 34.50
2023-03-31 $471k 14k 33.48
2022-12-31 $468k 14k 33.48

More positions owned by Silvia Mccoll Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Chevron Corporation (CVX)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Global Tech Etf (IXN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Silvia Mccoll Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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