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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
2024-03-31 $123k 3.0k 40.90
2023-12-31 $102k 3.0k 34.02
2023-09-30 $102k 3.0k 34.02

More positions owned by Salomon & Ludwin

Ishares S&p 500 Growth Etf (IVW)
Technology Select Sector Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Value Etf (IVE)
Ishares Short Term Ntnl Etf (SUB)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Msci Eafe Etf Etf (EFA)
Spdr S&p 500 Etf Etf (SPY)
Microsoft Corporation (MSFT)
Ishares S&p Mid Cap 400 Etf (IJK)
Vanguard High Dividend Etf (VYM)
Vanguard Short Term Etf (VGSH)
Spdr Fund Consumer Etf (XLY)
Ishares Russell 2000 Etf (IWM)

View all positions for Salomon & Ludwin

Top funds holding DFA Tax-Managed US Marketwide Value II

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Modera Wealth Management
HPM Partners
Ml & R Wealth Management
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint

View all funds holding DFA Tax-Managed US Marketwide Value II