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DFA Tax-Managed US Marketwide Value II shares owned by Tiaa

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

Historical chart of Tiaa 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 Tiaa 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 Tiaa

Quarter filed Position value Share count Share price at filing
2023-06-30 $3.0M 88k 34.50
2023-03-31 $2.3M 69k 33.48
2022-12-31 $2.3M 69k 33.48
2022-09-30 $2.1M 70k 29.62
2022-06-30 $2.2M 71k 31.60

More positions owned by Tiaa

Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Msci Emerging Exchange Traded Fund (IEMG)
Ishares Russell Mid-cap Valu Exchange Traded Fund (IWS)
Ishares Russell Mid-cap Grow Exchange Traded Fund (IWP)
Vanguard Ftse Developed Etf Exchange Traded Fund (VEA)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Russell Top 200 Grow Exchange Traded Fund (IWY)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core U.s. Aggregate Exchange Traded Fund (AGG)
Ishares Russell 1000 Growth Exchange Traded Fund (IWF)
Ishares Russell Top 200 Valu Exchange Traded Fund (IWX)
Vanguard Mid-cap Etf Exchange Traded Fund (VO)
Ishares Esg Aware Msci Usa Exchange Traded Fund (ESGU)
Ishares Russell Mid-cap Etf Exchange Traded Fund (IWR)
Vanguard Ftse Emerging Marke Exchange Traded Fund (VWO)

View all positions for Tiaa

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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