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DFA Tax-Managed US Marketwide Value II shares owned by Americana Partners

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

Historical chart of Americana Partners 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 Americana Partners 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 Americana Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 6.7k 44.69

More positions owned by Americana Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Enterprise Products Partners (EPD)
Abbvie (ABBV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Eaton Corp SHS (ETN)
Amazon (AMZN)
Ishares Tr Short Treas Bd (SHV)
Energy Transfer Com Ut Ltd Ptn (ET)
Exxon Mobil Corporation (XOM)

View all positions for Americana Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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