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DFA Tax-Managed US Marketwide Value II shares owned by Grandfield & Dodd

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Grandfield & Dodd from 13F filings

Historical chart of Grandfield & Dodd 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 Grandfield & Dodd 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 Grandfield & Dodd

Quarter filed Position value Share count Share price at filing
2023-12-31 $321k 8.6k 37.22
2023-09-30 $294k 8.6k 34.02
2023-06-30 $305k 8.8k 34.50
2023-03-31 $334k 10k 33.48
2022-12-31 $355k 11k 33.48
2022-09-30 $310k 11k 29.27
2022-06-30 $330k 11k 31.16

More positions owned by Grandfield & Dodd

Microsoft Corporation (MSFT)
Analog Devices (ADI)
Linde SHS (LIN)
Paychex (PAYX)
Illinois Tool Works (ITW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Chubb (CB)
Synopsys (SNPS)
Verisk Analytics (VRSK)
Johnson Ctls Intl SHS (JCI)
General Electric Com New (GE)
Applied Materials (AMAT)
Autodesk (ADSK)
Merck & Co (MRK)
Diageo Spon Adr New (DEO)

View all positions for Grandfield & Dodd

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