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DFA Tax-Managed US Marketwide Value II shares owned by 3D/L Capital Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by 3D/L Capital Management from 13F filings

Historical chart of 3D/L Capital Management 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 3D/L Capital Management 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 3D/L Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 59k 34.02
2023-06-30 $2.0M 59k 34.50
2023-03-31 $2.0M 60k 33.48
2022-12-31 $1.9M 56k 33.48
2022-09-30 $1.8M 60k 29.61
2022-06-30 $2.0M 62k 31.60

More positions owned by 3D/L Capital Management

Dimensional Etf Trust Us High Profitab (DUHP)
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Wisdomtree Tr Us Midcap Fund (EZM)
Kraneshares Tr Kraneshares Valu (KVLE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Wisdomtree Tr Intl Smcap Div (DLS)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Wisdomtree Tr Us Smallcap Fund (EES)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for 3D/L Capital Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
HighTower Advisors
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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