Howe and Rusling »

DFA Tax-Managed US Marketwide Value II shares owned by Howe and Rusling

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling 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 Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2024-09-30 $153k 3.7k 41.69
2024-03-31 $8.9k 218 40.90

More positions owned by Howe and Rusling

JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Gwt (IUSG)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Honeywell International (HON)

View all positions for Howe and Rusling

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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