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Relaxing Retirement Coach »

DFA Tax-Managed US Marketwide Value II shares owned by Relaxing Retirement Coach

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

Historical chart of Relaxing Retirement Coach 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 Relaxing Retirement Coach 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 Relaxing Retirement Coach

Quarter filed	Position value	Share count	Share price at filing
2023-06-30	$3.2M	92k	34.50
2023-03-31	$2.2M	66k	33.48
2022-12-31	$2.6M	77k	33.48

More positions owned by Relaxing Retirement Coach

Dimensional Etf Trust Us Equity Etf (DFUS)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

Dimensional Etf Trust Us Real Estate E (DFAR)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Admiral Fds Midcp 400 Val (IVOV)

Dimensional Etf Trust Internatnal Val (DFIV)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Relaxing Retirement Coach

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Envestnet Asset Management

Savant Capital Management

Buckingham Asset Management

Resource Consulting Group

Creative Planning

Buckingham Strategic Partners

Wealth Enhancement Advisory Services

HPM Partners

Modera Wealth Management

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

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