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DFA Tax-Managed US Marketwide Value II shares owned by Tarbox

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

Historical chart of Tarbox 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 Tarbox 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 Tarbox

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 42k 39.27
2024-03-31 $1.7M 42k 40.90
2023-12-31 $1.6M 42k 37.22
2023-09-30 $1.4M 42k 34.02
2023-06-30 $1.5M 42k 34.50
2023-03-31 $1.4M 42k 33.48
2022-12-31 $1.4M 42k 33.48
2022-09-30 $1.4M 44k 31.61
2022-06-30 $1.4M 44k 31.61

More positions owned by Tarbox

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Apple (AAPL)

View all positions for Tarbox

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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