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

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

Historical chart of Whalen 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 Whalen 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $282k 6.9k 40.92
2024-09-30 $286k 6.9k 41.69
2024-06-30 $269k 6.8k 39.27
2024-03-31 $278k 6.8k 40.90

More positions owned by Whalen Wealth Management

Ishares Tr Short Treas Bd (SHV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Simplify Exchange Traded Fun Managed Futures (CTA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Global X Fds Glbl X Mlp Etf (MLPA)
Proshares Tr Short S&p 500 Ne
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Whalen Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management

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