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DFA Tax-Managed US Marketwide Value II shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth 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 Drive Wealth 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $836k 19k 44.69
2025-06-30 $792k 19k 42.28
2025-03-31 $794k 19k 41.21
2023-03-31 $206k 6.1k 33.48
2022-12-31 $205k 6.1k 33.48

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Drive Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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