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DFA Tax-Managed US Marketwide Value II shares owned by Cladis Investment Advisory

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

Historical chart of Cladis Investment Advisory 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 Cladis Investment Advisory 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 Cladis Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 3.9k 55.01
2023-06-30 $238k 6.9k 34.50
2023-03-31 $231k 6.9k 33.48
2022-12-31 $201k 6.0k 33.48

More positions owned by Cladis Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ge Vernova (GEV)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser Q (QQQ)
Caterpillar (CAT)
Select Sector Spdr Tr State Street Tec (XLK)
Advanced Micro Devices (AMD)
First Intst Bancsystem Com Cl A (FIBK)
International Business Machines (IBM)
Costco Wholesale Corporation (COST)

View all positions for Cladis Investment Advisory

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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