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DFA Tax-Managed US Marketwide Value II shares owned by Marquette Asset Management

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

Historical chart of Marquette Asset 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 Marquette Asset Management 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 Marquette Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 5.5k 37.22
2023-09-30 $187k 5.5k 34.02

More positions owned by Marquette Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr S&p Kensho New (KOMP)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Dow Jones Select Mi Com Shs Annual (FDM)

View all positions for Marquette Asset Management

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