Tobias Financial Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial Advisors 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 Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.1M 237k 34.02
2023-06-30 $8.2M 238k 34.50
2023-03-31 $8.0M 239k 33.48
2022-12-31 $9.5M 284k 33.48
2022-09-30 $8.5M 287k 29.61
2022-06-30 $7.4M 235k 31.60

More positions owned by Tobias Financial Advisors

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for Tobias Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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