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DFA Tax-Managed US Marketwide Value II shares owned by Advisor Partners Ii

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

Historical chart of Advisor Partners Ii 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 Advisor Partners Ii 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 Advisor Partners Ii

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 343k 34.03
2023-06-30 $12M 339k 34.49
2023-03-31 $11M 339k 33.51
2022-12-31 $11M 339k 33.50
2022-09-30 $3.4M 114k 29.60

More positions owned by Advisor Partners Ii

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Visa Com Cl A (V)

View all positions for Advisor Partners Ii

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
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
TCI Wealth Advisors
Truepoint

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