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DFA Tax-Managed US Marketwide Value II shares owned by Squire Investment Management Company

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

Historical chart of Squire Investment Management Company 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 Squire Investment Management Company 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 Squire Investment Management Company

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.8M 250k 39.27
2024-03-31 $9.9M 241k 40.90
2023-12-31 $7.2M 193k 37.22

More positions owned by Squire Investment Management Company

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Squire Investment Management Company

Top funds holding DFA Tax-Managed US Marketwide Value II

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