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DFA Tax-Managed US Marketwide Value II shares owned by 25

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by 25 from 13F filings

Historical chart of 25 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 25 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 25

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 48k 40.90
2023-12-31 $1.8M 48k 37.22
2023-09-30 $1.6M 47k 34.02
2023-06-30 $1.7M 47k 35.20
2023-03-31 $1.5M 47k 32.98

More positions owned by 25

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for 25

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