Lvm Capital Management »

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

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

Historical chart of Lvm 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 Lvm Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Lvm Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 7.4k 44.65

More positions owned by Lvm Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Abbvie (ABBV)
Alphabet Inc Class A cs (GOOGL)
Morgan Stanley (MS)
Exxon Mobil Corporation (XOM)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
American Express Company (AXP)
wisdomtreetrusdivd.. (DGRW)
Northrop Grumman Corporation (NOC)
Home Depot (HD)

View all positions for Lvm Capital Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
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