Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Vestia Personal Wealth Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Vestia Personal Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$6.9M	176k	39.27

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)

Dimensional International Value Etf Etf (DFIV)

Dimensional International Core Equity 2 Etf Etf (DFIC)

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

Dimensional Us Marketwide Value Etf Etf (DFUV)

Dimensional U.s. Small Cap Etf Etf (DFAS)

Dimensional U.s. Equity Etf Etf (DFUS)

Vanguard S&p 500 Etf Etf (VOO)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Dimensional National Municipal Bond Etf Etf (DFNM)

Dimensional Us Small Cap Value Etf Etf (DFSV)

Apple Stock (AAPL)

Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)

Innovator Us Equity Accelerated Etf Etf (XDSQ)

Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Envestnet Asset Management

Savant Capital Management

Buckingham Asset Management

Buckingham Strategic Partners

Wealth Enhancement Advisory Services

HPM Partners

Modera Wealth Management

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z