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DFA Tax-Managed US Marketwide Value II shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions 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 Strategic Investment Solutions 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 Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $240M 6.7M 35.74
2023-06-30 $3.1M 94k 32.65
2023-03-31 $9.1M 273k 33.48
2022-12-31 $10M 278k 35.83

More positions owned by Strategic Investment Solutions

Dfa Global Equity I Equity Funds (DGEIX)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Dfa Global Allocation 25/75 I Equity Funds (DGTSX)
Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)
Berkshire Hathaway Class B Common Stock (BRK.B)
American Funds American Mutual F2 Ntf Equity Funds (AMRFX)
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)
Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)
Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions

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