Haverford Trust Company »

DFA Tax-Managed US Marketwide Value II shares owned by Haverford Trust Company

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Haverford Trust Company from 13F filings

Historical chart of Haverford Trust Company 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 Haverford Trust Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Haverford Trust Company

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 4.2k 48.46

More positions owned by Haverford Trust Company

Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Raytheon Technologies Corp (RTX)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Mastercard Incorporated Cl A (MA)
Ishares Tr Core Msci Eafe (IEFA)
TJX Companies (TJX)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)

View all positions for Haverford Trust Company

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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