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DFA Tax-Managed US Marketwide Value II shares owned by London & Capital Asset Management

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

Historical chart of London & Capital 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 London & Capital 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 London & Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $893k 19k 46.58

More positions owned by London & Capital Asset Management

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Visa Com Cl A (V)
Thermo Fisher Scientific (TMO)
Ge Aerospace Com New (GE)
Cme (CME)
Ferguson Enterprises Common Stock New (FERG)
Interactive Brokers Group In Com Cl A (IBKR)
Marsh & McLennan Companies
Capital One Financial (COF)
International Business Machines (IBM)
Intercontinental Exchange (ICE)
Synopsys (SNPS)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for London & Capital Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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