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DFA Tax-Managed US Marketwide Value II shares owned by Tiedemann Wealth Management

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

Historical chart of Tiedemann Wealth Management 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 Tiedemann Wealth Management 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 Tiedemann Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $300k 8.8k 34.02
2023-06-30 $294k 8.5k 34.50
2023-03-31 $286k 8.5k 33.48
2022-12-31 $286k 8.5k 33.48
2022-09-30 $253k 8.5k 29.66
2022-06-30 $270k 8.5k 31.65

More positions owned by Tiedemann Wealth Management

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
New Relic
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Uber Technologies (UBER)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Tiedemann Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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