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DFA Tax-Managed US Marketwide Value II shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $412M 11M 37.22
2023-09-30 $379M 11M 34.02
2023-06-30 $387M 11M 34.50
2023-03-31 $384M 12M 33.48
2022-12-31 $384M 12M 33.48

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Costco Wholesale Corporation (COST)
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View all positions for CI Private Wealth

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