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DFA Tax-Managed US Marketwide Value II shares owned by Cortland Associates

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

Historical chart of Cortland Associates 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 Cortland Associates 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 Cortland Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $463k 10k 44.73

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Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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