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DFA Tax-Managed US Marketwide Value II shares owned by D'Orazio & Associates

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

Historical chart of D'Orazio & 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 D'Orazio & 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 D'Orazio & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $592k 16k 37.22
2023-09-30 $541k 16k 34.02
2023-06-30 $583k 17k 34.50
2023-03-31 $566k 17k 33.48
2022-12-31 $566k 17k 33.48
2022-09-30 $500k 17k 29.59
2022-06-30 $636k 20k 31.62

More positions owned by D'Orazio & Associates

Booz Allen Hamilton Hldg Cor Cl A (BAH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)

View all positions for D'Orazio & Associates

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