Basso Capital Management »

DFA Tax-Managed US Marketwide Value II shares owned by Basso Capital Management

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

Historical chart of Basso 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 Basso Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Basso Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.7M 49k 34.02
2023-06-30 $1.7M 49k 34.50
2023-03-31 $1.6M 49k 33.48
2022-12-31 $1.7M 52k 33.48

More positions owned by Basso Capital Management

Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Spdr Gold Shares Gold Shs (GLD)
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX)
Oneok (OKE)
Enterprise Products Partners (EPD)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Whitehorse Finance (WHF)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Fs Kkr Capital Corp (FSK)

View all positions for Basso Capital Management

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