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

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

Historical chart of BOS 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 BOS 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 BOS Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $286k 6.1k 46.59

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Actively Managed Exc Total Return (GTO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for BOS Asset 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