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

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

Historical chart of Prime Capital Investment 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 Prime Capital Investment 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 32k 46.59
2025-09-30 $1.4M 32k 44.69
2025-06-30 $1.3M 32k 42.28
2025-03-31 $20M 478k 41.21
2023-06-30 $31M 890k 34.50
2023-03-31 $30M 905k 33.48

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View all positions for Prime Capital Investment Advisors

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