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DFA Tax-Managed US Marketwide Value II shares owned by Gleason Group

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

Historical chart of Gleason Group 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 Gleason Group 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 Gleason Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 1.2k 40.91
2023-12-31 $46k 1.2k 37.22
2023-09-30 $42k 1.2k 34.02
2023-06-30 $42k 1.2k 34.50
2023-03-31 $41k 1.2k 33.48
2022-12-31 $41k 1.2k 33.48
2022-09-30 $36k 1.2k 29.34
2022-06-30 $39k 1.2k 31.78

More positions owned by Gleason Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Vanguard Extended Market ETF (VXF)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us lrg cap etf (SCHX)
iShares S&P 1500 Index Fund (ITOT)
Schwab International Equity ETF (SCHF)
Schwab U S Large Cap Growth ETF (SCHG)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Emerging Markets ETF (VWO)
Sch Us Mid-cap Etf etf (SCHM)
Vanguard Mid-Cap ETF (VO)
Vanguard Small-Cap ETF (VB)

View all positions for Gleason Group

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