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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for TNF

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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