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

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

Historical chart of Voisard Asset Management Group 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 Voisard Asset Management Group 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 Voisard Asset Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $667k 16k 40.92
2024-09-30 $540k 13k 41.69

More positions owned by Voisard Asset Management Group

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Voisard Asset Management Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
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