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TruNorth Capital Management »

DFA Tax-Managed US Marketwide Value II shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by TruNorth Capital Management 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 TruNorth Capital Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.9M	165k	41.69
2024-06-30	$6.4M	163k	39.27
2024-03-31	$6.7M	165k	40.90

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

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Schwab Strategic Tr Intl Eqty Etf (SCHF)

Ishares Tr Core S&p Ttl Stk (ITOT)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Schwab Strategic Tr Fundamental Us L (FNDX)

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Stryker Corporation (SYK)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Columbia Etf Tr I Diversifid Fxd (DIAL)

Spdr Ser Tr Nuveen Blmbrg Sh (SHM)

Ishares Tr Core Msci Eafe (IEFA)

Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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