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DFA Tax-Managed US Marketwide Value II shares owned by Anderson Hoagland & Co

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Anderson Hoagland & Co from 13F filings

Historical chart of Anderson Hoagland & Co 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 Anderson Hoagland & Co 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 Anderson Hoagland & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 4.3k 46.59
2025-06-30 $229k 5.4k 42.28
2024-12-31 $231k 5.4k 42.59

More positions owned by Anderson Hoagland & Co

Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Msci Emrg Chn (EMXC)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Wellington Us Value Factr (VFVA)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Wellington Us Minimum (VFMV)
Eli Lilly & Co. (LLY)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Anderson Hoagland & Co

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
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
TCI Wealth Advisors
Wealth Enhancement Advisory Services
HPM Partners
Maseco

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