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DFA Tax-Managed US Marketwide Value II shares owned by Sprinkle Financial Consultants

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

Historical chart of Sprinkle Financial Consultants 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 Sprinkle Financial Consultants 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 Sprinkle Financial Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.8M 240k 40.90
2023-12-31 $8.9M 239k 37.22

More positions owned by Sprinkle Financial Consultants

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Oneok (OKE)
One Gas (OGS)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
American Centy Etf Tr Avantis All Eqt (AVGE)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
EOG Resources (EOG)

View all positions for Sprinkle Financial Consultants

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
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