Marshall Investment Management »

DFA Tax-Managed US Marketwide Value II shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment 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 Marshall Investment 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 478 48.46

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Fidelity Covington Trust Enhanced Large (FELV)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
First Tr Exchange-traded Emerging Markets (FTHF)

View all positions for Marshall Investment Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
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Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
Maseco

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