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DFA Tax-Managed US Marketwide Value II shares owned by Werba Rubin Papier Wealth Management

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

Historical chart of Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 374k 37.22
2023-09-30 $13M 376k 34.02
2023-06-30 $13M 384k 34.50
2023-03-31 $13M 393k 33.48
2022-12-31 $13M 393k 33.48

More positions owned by Werba Rubin Papier Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Snowflake Cl A (SNOW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Marqeta Class A Com (MQ)

View all positions for Werba Rubin Papier Wealth Management

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