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DFA Tax-Managed US Marketwide Value II shares owned by Lam Group

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

Historical chart of Lam Group 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 Lam Group 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 Lam Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 132k 41.69
2024-06-30 $5.2M 132k 39.27
2024-03-31 $5.4M 132k 40.90
2023-12-31 $4.9M 132k 37.22
2023-09-30 $4.8M 141k 34.02
2023-06-30 $4.9M 142k 34.50
2023-03-31 $4.8M 143k 33.48
2022-12-31 $4.7M 141k 33.48

More positions owned by Lam Group

Vanguard Extended Market Etf (VXF)
Vanguard International Eq Etf (VEU)
DFA US Small Cap ETF Etf (DFAS)
Amphastar Pharmaceuticals (AMPH)
DFA US Equity Value ETF Etf (DFUV)
Vanguard US Small Cap Val Etf (VBR)
DFA International Small C Etf (DISV)
Vanguard Total Stock Mark Etf (VTI)
Vanguard FTSE All-World e Etf (VSS)
DFA Global Real Estate ET Etf (DFGR)
SPDR Gold Mini ETF Etf
Avantis Global Real Estat Etf (AVRE)
DFA International Value E Etf (DFIV)
Powershares Nasdaq 100 In Etf (QQQ)
Vanguard Information Tech Etf (VGT)

View all positions for Lam Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
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Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
TCI Wealth Advisors
Rsm Us Wealth Management

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