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DFA Tax-Managed US Marketwide Value II shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth 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 LLBH Private Wealth 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $315k 5.7k 55.01

More positions owned by LLBH Private Wealth Management

Lionsgate Studios Corp (LION)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)
Palo Alto Networks (PANW)
Ishares Gold Tr Ishares New (IAU)

View all positions for LLBH Private Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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