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DFA Tax-Managed US Marketwide Value II shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth 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 Live Oak Private Wealth 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 Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $397k 9.5k 41.69
2024-06-30 $374k 9.5k 39.27
2024-03-31 $390k 9.5k 40.90
2023-12-31 $286k 7.7k 37.22

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lowe's Companies (LOW)
Alphabet Cap Stk Cl C (GOOG)
Bank of America Corporation (BAC)
UnitedHealth (UNH)
Charles Schwab Corporation (SCHW)
Hca Holdings (HCA)
Dollar Tree (DLTR)
Alphabet Cap Stk Cl A (GOOGL)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Danaher Corporation (DHR)
JPMorgan Chase & Co. (JPM)
Fiserv (FI)

View all positions for Live Oak Private Wealth

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