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

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

Historical chart of Ancora 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 Ancora 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 Ancora Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 323k 37.22
2023-09-30 $11M 309k 34.02
2023-06-30 $11M 305k 34.50
2023-03-31 $9.0M 270k 33.48
2022-12-31 $8.0k 241 33.20
2022-09-30 $7.0k 241 29.05

More positions owned by Ancora Advisors

Rb Global (RBA)
C.H. Robinson Worldwide (CHRW)
Elanco Animal Health (ELAN)
Vanguard Index Fds Indx Fd (VOO)
Apple (AAPL)
Green Plains Renewable Energy (GPRE)
Berry Plastics (BERY)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Norfolk Southern (NSC)
Kohl's Corporation (KSS)
Jp Morgan Ultra Short Income E Indx Fd (JPST)
Ishares Tr Indx Fd (ITOT)
UnitedHealth (UNH)
Harmonic (HLIT)

View all positions for Ancora 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