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

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

Historical chart of Truepoint 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 Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2023-12-31 $75M 2.0M 37.22
2023-09-30 $69M 2.0M 34.02
2023-06-30 $70M 2.0M 34.50
2023-03-31 $70M 2.1M 33.48
2022-12-31 $87M 2.6M 33.48
2022-09-30 $73M 2.5M 29.61
2022-06-30 $69M 2.2M 31.60

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

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