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DFA Tax-Managed US Marketwide Value II shares owned by Maryland Capital Advisors

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

Historical chart of Maryland Capital Advisors 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 Maryland Capital Advisors 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 Maryland Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 6.7k 40.90
2023-12-31 $250k 6.7k 37.22
2023-09-30 $228k 6.7k 34.02
2023-06-30 $232k 6.7k 34.50
2023-03-31 $225k 6.7k 33.48
2022-12-31 $225k 6.7k 33.48
2022-09-30 $199k 6.7k 29.64

More positions owned by Maryland Capital Advisors

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Maryland Capital Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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