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DFA Tax-Managed US Marketwide Value II shares owned by Accredited Investors

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

Historical chart of Accredited Investors 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 Accredited Investors 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 Accredited Investors

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 8.2k 41.69
2024-06-30 $327k 8.3k 39.27

More positions owned by Accredited Investors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Value Etf (VTV)
1/100 Berkshire Hathaway Cl A
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Roblox Corp Cl A (RBLX)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Accredited Investors

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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