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DFA Tax-Managed US Marketwide Value II shares owned by Strathmore Capital Advisors

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

Historical chart of Strathmore Capital Advisors 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 Strathmore Capital Advisors 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 Strathmore Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.8M 190k 40.92

More positions owned by Strathmore Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Lowe's Companies (LOW)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Strathmore Capital Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Savant Capital Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
Buckingham Strategic Partners
HPM Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Modera Wealth Management
TCI Wealth Advisors
Rsm Us Wealth Management
Truepoint

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