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DFA Tax-Managed US Marketwide Value II shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors 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 Tandem Wealth Advisors 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 Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $25k 675 37.22

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
Ishares Msci Eafe Etf Etf (EFA)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Mbs Etf Etf (MBB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Powershares Qqq Tr Etf (QQQ)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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