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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
2023-06-30 $31M 890k 34.50
2023-03-31 $30M 905k 33.48

More positions owned by Prime Capital Investment Advisors

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Ishares Tr Us Treas Bd Etf Etf (GOVT)
Apple Stock (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM)
Vanguard Index Fds Value Etf Etf (VTV)
Ishares Tr Sp Smcp600vl Etf Etf (IJS)
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)

View all positions for Prime Capital Investment 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