Yeomans Consulting Group »

DFA Tax-Managed US Marketwide Value II shares owned by Yeomans Consulting Group

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

Historical chart of Yeomans Consulting Group 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 Yeomans Consulting Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Yeomans Consulting Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 100k 40.90
2023-12-31 $3.7M 100k 37.22

More positions owned by Yeomans Consulting Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares U S Etf Tr Int Rt Hd Long (IGBH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Yeomans Consulting Group

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