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DFA Tax-Managed US Marketwide Value II shares owned by Savant Capital Management

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

Historical chart of Savant Capital 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 Savant Capital 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 Savant Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $606M 16M 37.22
2023-09-30 $506M 15M 34.02
2023-06-30 $476M 14M 34.50
2023-03-31 $424M 13M 33.48
2022-12-31 $311M 9.5M 32.91
2022-09-30 $260M 8.8M 29.61
2022-06-30 $261M 8.3M 31.60

More positions owned by Savant Capital Management

American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Savant Capital Management

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