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DFA Tax-Managed US Marketwide Value II shares owned by Liberty Capital Management

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

Historical chart of Liberty Capital 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 Liberty Capital 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 Liberty Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $439k 11k 40.90
2023-12-31 $400k 11k 37.22
2023-09-30 $365k 11k 34.02
2023-06-30 $371k 11k 34.50

More positions owned by Liberty Capital Management

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Intuit (INTU)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)
Thermo Fisher Scientific (TMO)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
Cintas Corporation (CTAS)
Danaher Corporation (DHR)
Fiserv (FI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Liberty Capital Management

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