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

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

Historical chart of Austin Asset 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 Austin Asset 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 Austin Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 391k 40.90
2023-12-31 $15M 403k 37.22
2023-09-30 $14M 408k 34.02
2023-06-30 $14M 414k 34.50
2023-03-31 $13M 391k 33.48
2022-12-31 $12M 395k 29.61
2022-09-30 $12M 395k 29.61
2022-06-30 $12M 375k 31.60

More positions owned by Austin Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Austin Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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