Warren Averett Asset Management »

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

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

Historical chart of Warren Averett 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 Warren Averett 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $515k 14k 37.22
2023-09-30 $469k 14k 34.02
2023-06-30 $473k 14k 34.50
2023-03-31 $456k 14k 33.48
2022-12-31 $454k 14k 33.48
2022-09-30 $400k 14k 29.59

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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CI Private Wealth
Plan
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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