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DFA Tax-Managed US Marketwide Value II shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth 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 Live Oak Private Wealth 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 Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $390k 9.5k 40.90
2023-12-31 $286k 7.7k 37.22

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Charles Schwab Corporation (SCHW)
Dollar Tree (DLTR)
Bank of America Corporation (BAC)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Lowe's Companies (LOW)
Walt Disney Company (DIS)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)
Hca Holdings (HCA)
Chevron Corporation (CVX)
Fiserv (FI)

View all positions for Live Oak Private Wealth

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