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DFA Tax-Managed US Marketwide Value II shares owned by First National Bank Sioux Falls

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by First National Bank Sioux Falls from 13F filings

Historical chart of First National Bank Sioux Falls 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 First National Bank Sioux Falls 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 First National Bank Sioux Falls

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 135k 40.90
2023-12-31 $5.0M 135k 37.22
2023-09-30 $4.6M 135k 34.02
2023-06-30 $4.7M 135k 34.50
2023-03-31 $4.4M 132k 33.48
2022-12-31 $4.4M 132k 33.48
2022-09-30 $3.9M 132k 29.61

More positions owned by First National Bank Sioux Falls

Vanguard 500 Index Fund ETF Exchange Traded Fund (VOO)
iShares Core MSCI International Exchange Traded Fund (IDEV)
Avantis International Equity ETF Exchange Traded Fund (AVDE)
Dimensional World EX US Core Equity 2 ETF Exchange Traded Fund (DFAX)
Avantis US Large Cap Value ETF Exchange Traded Fund (AVLV)
Vanguard Mid-Cap Index ETF Exchange Traded Fund (VO)
Dimensional US Marketwide Value ETF Exchange Traded Fund (DFUV)
Avantis US Small Cap Value ETF Exchange Traded Fund (AVUV)
Berkshire Hathaway Inc Class B Common Stock (BRK.B)
Vanguard Value ETF Exchange Traded Fund (VTV)
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Apple Computer Common Stock (AAPL)
Dimensional US Small Cap ETF Exchange Traded Fund (DFAS)
Visa Common Stock (V)
Apollo Global Management Common Stock (APO)

View all positions for First National Bank Sioux Falls

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