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DFA Tax-Managed US Marketwide Value II shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream 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 Wealthstream Advisors 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 173k 37.22
2023-09-30 $6.1M 178k 34.02
2023-06-30 $6.4M 185k 34.50
2023-03-31 $6.2M 186k 33.48
2022-12-31 $6.3M 188k 33.48
2022-09-30 $5.4M 182k 29.61
2022-06-30 $5.8M 182k 31.60

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Wealthstream Advisors

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