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DFA Tax-Managed US Marketwide Value II shares owned by Steward Financial Group

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Steward Financial Group from 13F filings

Historical chart of Steward Financial Group 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 Steward Financial Group 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 Steward Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $20M 574k 34.02
2023-06-30 $19M 551k 34.50
2023-03-31 $18M 532k 33.48
2022-12-31 $17M 497k 33.48
2022-09-30 $15M 498k 29.61
2022-06-30 $16M 497k 31.60

More positions owned by Steward Financial Group

Ishares Tr TRS FLT RT BD (TFLO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us High Profitab (DUHP)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Steward Financial Group

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