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

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

Historical chart of TNF 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 TNF 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 TNF

Quarter filed Position value Share count Share price at filing
2024-09-30 $448k 11k 41.92
2024-06-30 $429k 11k 40.17
2024-03-31 $422k 11k 39.54
2023-12-31 $366k 9.7k 37.65
2023-09-30 $323k 9.7k 33.27
2023-06-30 $335k 9.7k 34.50
2023-03-31 $328k 9.7k 33.72
2022-12-31 $343k 9.7k 35.31
2022-09-30 $296k 9.7k 30.45
2022-06-30 $315k 9.7k 32.40

More positions owned by TNF

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Merck & Co (MRK)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for TNF

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