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

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

Historical chart of Advisor Partners 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 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

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.6M 114k 31.60

More positions owned by Advisor Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Procter & Gamble Company (PG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Tesla Motors (TSLA)
Pfizer (PFE)

View all positions for Advisor Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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