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Milestone Group »

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

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

Historical chart of Milestone 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 Milestone 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 Milestone Group

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$5.5M	141k	39.27
2024-03-31	$5.8M	142k	40.90
2023-12-31	$5.6M	150k	37.22
2023-09-30	$5.2M	152k	34.02
2023-06-30	$5.2M	152k	34.50
2023-03-31	$5.1M	152k	33.48
2022-12-31	$5.1M	152k	33.48
2022-09-30	$4.5M	152k	29.61
2022-06-30	$4.8M	153k	31.60

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Index Fds Growth Etf (VUG)

Vanguard Index Fds Value Etf (VTV)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Tr Rus 1000 Etf (IWB)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Ishares Tr Core Msci Eafe (IEFA)

Vanguard Index Fds Mid Cap Etf (VO)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr Core S&p Scp Etf (IJR)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management

Mercer Global Advisors

Savant Capital Management

Buckingham Asset Management

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

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