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DFA Tax-Managed US Marketwide Value II shares owned by Asset Management Corp

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

Historical chart of Asset Management Corp 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 Asset Management Corp 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 Asset Management Corp

Quarter filed Position value Share count Share price at filing
2023-03-31 $328k 9.8k 33.48
2022-12-31 $308k 9.2k 33.48
2022-09-30 $272k 9.2k 29.59
2022-06-30 $290k 9.2k 31.55

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Abbvie (ABBV)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl C (GOOG)
Las Vegas Sands (LVS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Exponential Tech (XT)
Pfizer (PFE)
NVIDIA Corporation (NVDA)

View all positions for Asset Management Corp

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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