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DFA Tax-Managed US Marketwide Value II shares owned by Willis Johnson & Associates

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Willis Johnson & Associates from 13F filings

Historical chart of Willis Johnson & Associates 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 Willis Johnson & Associates 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 Willis Johnson & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 5.5k 41.69

More positions owned by Willis Johnson & Associates

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Mbs Etf (MBB)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Willis Johnson & Associates

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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