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DFA Tax-Managed US Marketwide Value II shares owned by Team Hewins

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

Historical chart of Team Hewins 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 Team Hewins 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 Team Hewins

Quarter filed Position value Share count Share price at filing
2024-09-30 $43M 1.2M 37.22
2024-06-30 $43M 1.1M 39.27
2024-03-31 $47M 1.2M 40.90
2023-12-31 $43M 1.2M 37.22
2023-09-30 $41M 1.2M 34.02
2023-06-30 $43M 1.2M 34.50
2023-03-31 $44M 1.3M 33.48
2022-12-31 $44M 1.3M 33.48

More positions owned by Team Hewins

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Emg Mkt Etf (EEM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Team Hewins

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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