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DFA Tax-Managed US Marketwide Value II shares owned by Sittner & Nelson

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

Historical chart of Sittner & Nelson 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 Sittner & Nelson 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 Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2023-09-30 $87k 2.6k 34.02
2023-06-30 $89k 2.6k 34.50
2023-03-31 $86k 2.6k 33.48
2022-12-31 $86k 2.6k 33.48
2022-09-30 $76k 2.6k 29.63
2022-06-30 $81k 2.6k 31.58

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Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Chevron Corporation (CVX)
Starbucks Corporation (SBUX)
Stryker Corporation (SYK)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Costco Wholesale Corporation (COST)
Nike Inc Cl B CL B (NKE)
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)
Amazon (AMZN)

View all positions for Sittner & Nelson

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