Websterrogers Financial Advisors »

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

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

Historical chart of Websterrogers Financial 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 Websterrogers Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Websterrogers Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.7M 49k 34.02
2023-06-30 $1.9M 54k 34.50
2023-03-31 $2.0M 61k 33.48
2022-12-31 $2.1M 61k 33.48
2022-09-30 $1.8M 62k 29.61

More positions owned by Websterrogers Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Long Term Bond (BLV)
American Centy Etf Tr International Lr (AVIV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

View all positions for Websterrogers Financial 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