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

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

Historical chart of Vawter Financial 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 Vawter Financial 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 Vawter Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $210k 5.4k 39.27
2024-03-31 $219k 5.4k 40.90

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Vanguard Index Fds Sml Cp Grw Etf (VBK)
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Global Real Est (DFGR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Vawter Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
TCI Wealth Advisors
Rsm Us Wealth Management

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