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DFA Tax-Managed US Marketwide Value II shares owned by Salomon & Ludwin

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Salomon & Ludwin from 13F filings

Historical chart of Salomon & Ludwin 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 Salomon & Ludwin 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 Salomon & Ludwin

Quarter filed Position value Share count Share price at filing
2024-12-31 $79k 1.9k 40.92
2024-09-30 $80k 1.9k 41.69
2024-06-30 $118k 3.0k 39.27
2024-03-31 $123k 3.0k 40.90
2023-12-31 $102k 3.0k 34.02
2023-09-30 $102k 3.0k 34.02

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Ishares S&p 500 Growth Etf (IVW)
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Jpmorgan Ultra Shrt Etf (JMST)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Etf (XLK)
Spdr Bloomberg 1 3 Mnth Etf (BIL)
Ishares S&p 500 Value Etf (IVE)
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Vanguard Muni Bnd Tax Etf (VTEB)
Ishares Core S&p Mid Cap Etf (IJH)
Ishares National Muni Etf (MUB)
Vanguard Ftse Developed Etf (VEA)
Microsoft Corporation (MSFT)
Vanguard Short Term Etf (VGSH)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Salomon & Ludwin

Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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