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DFA Tax-Managed US Marketwide Value II shares owned by Virtue Asset Management

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

Historical chart of Virtue Asset Management 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 Virtue Asset Management 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 Virtue Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 77k 46.59

More positions owned by Virtue Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
McKesson Corporation (MCK)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci India Etf (INDA)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Virtue Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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