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

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

Historical chart of Avestar Capital 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 Avestar Capital 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 Avestar Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $360k 9.2k 39.27
2024-03-31 $375k 9.2k 40.90
2023-12-31 $341k 9.2k 37.22

More positions owned by Avestar Capital

Alphabet Cap Stk Cl C Put Option (GOOG)
Apple Call Option (AAPL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Blackrock Ultra (ICSH)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Arista Networks (ANET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Powershares Actively Managed Ultra Shrt Dur (GSY)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Avestar Capital

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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