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

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

Historical chart of Concorde 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 Concorde 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 Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 4.5k 55.01

More positions owned by Concorde Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange Traded Nasd Tech Div (TDIV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Concorde Asset Management

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