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

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

Historical chart of Morton 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 Morton Capital 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 Morton Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 4.3k 55.01

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Natural Resourc (HAP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Val Etf (IWD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Morton Capital 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