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DFA Tax-Managed US Marketwide Value II shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 60k 39.53
2023-12-31 $2.2M 61k 36.98
2023-09-30 $2.1M 64k 32.53
2023-06-30 $2.1M 58k 35.74
2023-03-31 $2.1M 62k 33.72
2022-12-31 $2.2M 62k 35.68
2022-09-30 $1.6M 47k 33.78
2022-06-30 $1.5M 46k 33.42

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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