Frank. Day »

DFA Tax-Managed US Marketwide Value II shares owned by Frank. Day

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Frank. Day from 13F filings

Historical chart of Frank. Day 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 Frank. Day 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 Frank. Day

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 121k 37.22
2023-09-30 $4.2M 123k 34.02
2023-06-30 $2.9M 84k 34.50
2023-03-31 $4.1M 122k 33.48
2022-12-31 $4.3M 129k 33.48
2022-09-30 $3.8M 129k 29.61
2022-06-30 $4.0M 128k 31.60

More positions owned by Frank. Day

Ishares Tr Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)
Dimensional Etf Tr U S Core Equity 2 Etf Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Apple (AAPL)
Dimensional Etf Tr World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Amazon (AMZN)
Wisdomtree Tr U S Largecap Divid Us Largecap Divd (DLN)
Assured Guaranty (AGO)
Wisdomtree Tr Intl Equity Intl Equity Fd (DWM)
Dimensional Etf Tr Intl Core Etf Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Vanguard Value Etf Value Etf (VTV)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Int-term Corp (VCIT)

View all positions for Frank. Day

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