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DFA Tax-Managed US Marketwide Value II shares owned by Operose Advisors

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

Historical chart of Operose Advisors 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 Operose Advisors 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $123k 3.3k 37.22
2023-09-30 $112k 3.3k 34.02
2023-06-30 $114k 3.3k 34.50
2023-03-31 $110k 3.3k 33.48
2022-12-31 $110k 3.3k 33.48

More positions owned by Operose Advisors

Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard Total Stock Market ETF Etf (VTI)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Mid-Cap Growth ETF Etf (VOT)
iShares International Select Dividend ETF Etf (IDV)
Schwab International Equity ETF Etf (SCHF)
Spdr S&p 500 Etf Etf (SPY)
Vanguard FTSE All-World ex-US Sm-Cp ETF Etf (VSS)
iShares S&P Small-Cap 600 Value ETF Etf (IJS)
iShares Russell 2000 ETF Etf (IWM)
Artisan Partners Asset Management Common (APAM)
iShares Select Dividend ETF Etf (DVY)
Microsoft Corp Common (MSFT)
iShares Core S&P 500 ETF Etf (IVV)

View all positions for Operose Advisors

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