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DFA Tax-Managed US Marketwide Value II shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 735k 37.22
2023-09-30 $25M 738k 34.02
2023-06-30 $26M 750k 34.50
2023-03-31 $26M 780k 33.48
2022-12-31 $27M 799k 33.48
2022-09-30 $25M 838k 29.61
2022-06-30 $26M 811k 31.60

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Wealth Architects

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