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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
2026-03-31 $495k 10k 48.46
2025-12-31 $476k 10k 46.59
2025-09-30 $300k 6.7k 44.69

More positions owned by Americana Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Trust Ishare 0-1 (SHV)
Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Broadcom (AVGO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)

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
Index Fund Advisors
Plan
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
Maseco

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