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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
2024-06-30	$6.4M	163k	39.27
2024-03-31	$6.7M	165k	40.90

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Schwab Strategic Tr Sht Tm Us Tres (SCHO)

Schwab Strategic Tr Us Aggregate B (SCHZ)

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)

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

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)

Vanguard Index Fds Total Stk Mkt (VTI)

Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for TruNorth Capital Management

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