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DFA Tax-Managed US Marketwide Value II shares owned by Wallace Capital Management

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

Historical chart of Wallace Capital 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 Wallace Capital 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 Wallace Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 4.6k 44.69

More positions owned by Wallace Capital Management

Graham Hldgs Com Cl B (GHC)
White Mountains Insurance Gp (WTM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Seaboard Corporation (SEB)
Johnson & Johnson (JNJ)
Loews Corporation (L)
Iac Com New (IAC)
Molson Coors Beverage CL B (TAP)
Republic Services (RSG)
Mohawk Industries (MHK)
Unilever Spon Adr New (UL)
Affiliated Managers (AMG)
Liberty Global Com Cl A (LBTYA)
Cnx Resources Corporation (CNX)
Post Holdings Inc Common (POST)

View all positions for Wallace Capital 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