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DFA Tax-Managed US Marketwide Value II shares owned by Ark & Tlk Investments

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

Historical chart of Ark & Tlk Investments 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 Ark & Tlk Investments 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 Ark & Tlk Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 61k 40.90
2023-12-31 $2.3M 61k 37.22

More positions owned by Ark & Tlk Investments

DFA Tax-Managed US Small Cap Us Small Cap Etf (DFAS)
DFA Tax-Managed US Equity ETF Us Equity Etf (DFUS)
DFA International Core Equity 2 ETF Intl Core Equity (DFIC)
DFA Tax-Managed World ex US Core Equity 2 ETF World Ex Us Core (DFAX)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
DFA US Core Equity Market ETF Us Core Eqt Mkt (DFAU)
Ishares Tr Russell Rus 1000 Grw Etf (IWF)
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO)
Ishares Russell 1000 Val Rus 1000 Val Etf (IWD)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
DFA International Core Equity ETF Intl Core Eqt Mk (DFAI)
iShares Russell Mid-Cap Value ETF Rus Mdcp Val Etf (IWS)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Vanguard Reit ETF Real Estate Etf (VNQ)

View all positions for Ark & Tlk Investments

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