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DFA Tax-Managed US Marketwide Value II shares owned by 25

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by 25 from 13F filings

Historical chart of 25 investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by 25 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 25

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 48k 40.92
2024-09-30 $2.0M 48k 41.69
2024-06-30 $1.9M 48k 39.27
2024-03-31 $2.0M 48k 40.90
2023-12-31 $1.8M 48k 37.22
2023-09-30 $1.6M 47k 34.02
2023-06-30 $1.7M 47k 35.20
2023-03-31 $1.5M 47k 32.98

More positions owned by 25

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for 25

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II