Dowling & Yahnke, LLC" »

DFA Tax-Managed US Marketwide Value II shares owned by Dowling & Yahnke, LLC"

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Dowling & Yahnke, LLC" from 13F filings

Historical chart of Dowling & Yahnke, LLC" investment in DFA Tax-Managed US Marketwide Value II

Jul 32022Jul 17Jul 31Aug 14Aug 28Sep 11Sep 2533M34M35M1.05M1.1M1.15M1.2M
Value ($)Share countHistorical DFUV position of Dowling & Yahnke, … Source: stockzoa.comValue ($)Share count

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All positions including DFA Tax-Managed US Marketwide Value II held by Dowling & Yahnke, LLC" 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 Dowling & Yahnke, LLC"

Quarter filed Position value Share count Share price at filing
2022-09-30 $36M 1.2M 29.61
2022-06-30 $33M 1.0M 31.60

More positions owned by Dowling & Yahnke, LLC"

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Reliance Steel & Aluminum (RS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Dowling & Yahnke, LLC"

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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