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DFA Tax-Managed US Marketwide Value II shares owned by Warwick Investment Management

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

Historical chart of Warwick Investment 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 Warwick Investment 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 Warwick Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 50k 37.22
2023-09-30 $1.7M 50k 34.02
2023-06-30 $1.7M 50k 34.50
2023-03-31 $1.7M 49k 33.48
2022-12-31 $1.6M 49k 33.48
2022-06-30 $1.5M 49k 31.59

More positions owned by Warwick Investment Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Select Sector Spdr Tr Energy (XLE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Warwick Investment Management

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