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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
2024-09-30 $11M 266k 41.69
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)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
National Bk Hldgs Corp Cl A (NBHC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Squire Investment Management Company

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