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DFA Tax-Managed US Marketwide Value II shares owned by Delta Financial Group

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

Historical chart of Delta Financial Group 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 Delta Financial Group 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 Delta Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 6.2k 41.65

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Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Exxon Mobil Corporation (XOM)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
NVIDIA Corporation (NVDA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Verizon Communications (VZ)
Vanguard World Health Car Etf (VHT)
Vanguard World Energy Etf (VDE)
Vanguard World Utilities Etf (VPU)

View all positions for Delta Financial Group

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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