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DFA Tax-Managed US Marketwide Value II shares owned by WPWealth

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

Historical chart of WPWealth 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 WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 336k 37.22
2023-09-30 $12M 342k 34.02
2023-06-30 $13M 361k 34.50
2023-03-31 $13M 386k 33.48
2022-12-31 $17M 498k 33.48

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Short Duration F (DFSD)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Apple (AAPL)
Innovator Etfs Tr International Dv (IOCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

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