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DFA Tax-Managed US Marketwide Value II shares owned by American Capital Advisory

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

Historical chart of American Capital Advisory 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 American Capital Advisory 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 American Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $87k 2.1k 41.69
2024-06-30 $2.2k 60 37.23
2023-12-31 $2.2k 60 37.23

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Invesco Actively Managed Exc Total Return (GTO)
Labcorp Holdings Com Shs (LH)
Philip Morris International (PM)
Vanguard Index Fds Growth Etf (VUG)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
MGM Resorts International. (MGM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for American Capital Advisory

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