Tru Independence Asset Management 2 »

DFA Tax-Managed US Marketwide Value II shares owned by Tru Independence Asset Management 2

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Tru Independence Asset Management 2 from 13F filings

Historical chart of Tru Independence Asset Management 2 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 Tru Independence Asset Management 2 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 Tru Independence Asset Management 2

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 48k 41.69

More positions owned by Tru Independence Asset Management 2

Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Short Treas Bd (SHV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Inflation Prote (DFIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Tru Independence Asset Management 2

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