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

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

Historical chart of Financial Council 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 Financial Council 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 Financial Council Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $915k 25k 37.22
2023-09-30 $836k 25k 34.02
2023-06-30 $848k 25k 34.50
2023-03-31 $823k 25k 33.48
2022-12-31 $823k 25k 33.48
2022-09-30 $728k 25k 29.61
2022-06-30 $777k 25k 31.60

More positions owned by Financial Council Asset Management

Capital Group Global Growth Equity ETF Shs Creation Uni (CGGO)
Capital Group Growth ETF Shs Creation Uni (CGGR)
iShares Core U.S. Growth ETF Core S&p Us Gwt (IUSG)
Apple (AAPL)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
iShares Core S&P U.S. Value ETF Core S&p Us Vlu (IUSV)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
iShares Russell 3000 ETF Russell 3000 Etf (IWV)
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
SPDR Portfolio S&P 500 Growth ETF Prtflo S&p500 Gw (SPYG)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2 (DFAC)
iShares MSCI Acwi ETF Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Dimensional U.S. Equity ETF Us Equity Etf (DFUS)

View all positions for Financial Council Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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Truepoint
Trust Co of the South

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