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

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

Historical chart of American Financial 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 American Financial 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 American Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $487k 13k 37.22
2023-09-30 $445k 13k 34.02
2023-06-30 $452k 13k 34.50
2023-03-31 $437k 13k 33.48
2022-12-31 $436k 13k 33.48
2022-09-30 $385k 13k 29.60

More positions owned by American Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for American Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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