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DFA Tax-Managed US Marketwide Value II shares owned by Royal Fund Management

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

Historical chart of Royal Fund 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 Royal Fund 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 Royal Fund Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 4.7k 46.59
2023-09-30 $384k 11k 34.02

More positions owned by Royal Fund Management

Vertiv Holdings Com Cl A Call Option (VRT)
NVIDIA Corporation Call Option (NVDA)
Rocket Lab Corp Call Option (RKLB)
Robinhood Mkts Com Cl A Call Option (HOOD)
Palantir Technologies Cl A Call Option (PLTR)
Rocket Cos Com Cl A Call Option (RKT)
Oracle Corporation Call Option (ORCL)
Marvell Technology Call Option (MRVL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Royal Fund Management

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