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DFA Tax-Managed US Marketwide Value II shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2024-12-31 $455k 11k 40.92

More positions owned by XY Planning Network

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for XY Planning Network

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
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