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DFA Tax-Managed US Marketwide Value II shares owned by Stonnington Group

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

Historical chart of Stonnington Group 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 Stonnington Group 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 Stonnington Group

Quarter filed Position value Share count Share price at filing
2023-03-31 $31M 901k 33.85
2022-12-31 $34M 981k 34.37
2022-09-30 $33M 1.0M 31.46
2022-06-30 $36M 1.1M 31.86

More positions owned by Stonnington Group

Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Home Depot (HD)
Amgen (AMGN)
Korn Ferry Com New (KFY)
ResMed (RMD)
Deere & Company (DE)
Boeing Company (BA)
NVIDIA Corporation (NVDA)
Constellation Brands Cl A (STZ)

View all positions for Stonnington Group

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