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DFA Tax-Managed US Marketwide Value II shares owned by Jackson Thornton Asset Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Jackson Thornton Asset Management from 13F filings

Historical chart of Jackson Thornton Asset Management 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 Jackson Thornton Asset Management 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 Jackson Thornton Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $59M 1.6M 37.22
2023-09-30 $56M 1.7M 34.02
2023-06-30 $58M 1.7M 34.50
2023-03-31 $53M 1.6M 33.48
2022-12-31 $53M 1.6M 33.48
2022-09-30 $47M 1.6M 29.61
2022-06-30 $48M 1.5M 31.60

More positions owned by Jackson Thornton Asset Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Jackson Thornton Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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Truepoint
Trust Co of the South

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