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DFA Tax-Managed US Marketwide Value II shares owned by Aurdan Capital Management

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

Historical chart of Aurdan Capital Management 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 Aurdan Capital Management 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 Aurdan Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 6.6k 44.69
2025-06-30 $281k 6.6k 42.28
2025-03-31 $274k 6.6k 41.21
2024-12-31 $272k 6.6k 40.92

More positions owned by Aurdan Capital Management

Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lowe's Companies (LOW)
AmerisourceBergen (COR)
Philip Morris International (PM)
W.W. Grainger (GWW)
Marsh & McLennan Companies (MMC)
Ross Stores (ROST)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Active Growth (JGRO)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Aurdan Capital Management

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