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

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

Historical chart of Awm 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 Awm 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 Awm Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 25k 40.90
2023-12-31 $962k 26k 37.22
2023-09-30 $879k 26k 34.02
2023-06-30 $878k 26k 34.50
2023-03-31 $851k 25k 33.48
2022-12-31 $529k 16k 33.48
2022-09-30 $444k 13k 34.48
2022-06-30 $407k 13k 31.60

More positions owned by Awm Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emerging Markets (DFSE)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Awm Capital

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
HighTower Advisors
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
TCI Wealth Advisors
Truepoint

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