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DFA Tax-Managed US Marketwide Value II shares owned by Private Management Group

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

Historical chart of Private Management Group 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 Private Management Group 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 Private Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $248k 5.3k 46.59

More positions owned by Private Management Group

Warner Bros Discovery Com Ser A (WBD)
Siriuspoint (SPNT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Americold Rlty Tr (COLD)
Valero Energy Corporation (VLO)
State Street Corporation (STT)
Verizon Communications (VZ)
Comcast Corp Cl A (CMCSA)
Seaboard Corporation (SEB)
Keurig Dr Pepper (KDP)
Oaktree Specialty Lending Corp (OCSL)
Albertsons Cos Common Stock (ACI)
O-i Glass (OI)
Jefferies Finl Group (JEF)
Bank of New York Mellon Corporation (BK)

View all positions for Private Management Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Index Fund Advisors
Plan
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
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