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

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

Historical chart of CWA 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 CWA 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 CWA Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 32k 34.02
2023-06-30 $1.2M 34k 34.50
2023-03-31 $1.1M 34k 33.48
2022-12-31 $1.1M 32k 33.48
2022-09-30 $958k 32k 29.60
2022-06-30 $1.0M 33k 31.60

More positions owned by CWA Asset Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Franco-Nevada Corporation (FNV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr National Mun Etf (MUB)
Costco Wholesale Corporation (COST)
Cameco Corporation (CCJ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for CWA Asset Management

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