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

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

Historical chart of Veritable 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 Veritable 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 Veritable

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.5M 130k 34.50
2023-03-31 $5.3M 158k 33.48
2022-12-31 $6.0M 180k 33.48
2022-09-30 $5.3M 180k 29.61
2022-06-30 $5.7M 180k 31.60

More positions owned by Veritable

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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