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DFA Tax-Managed US Marketwide Value II shares owned by Williams & Novak

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

Historical chart of Williams & Novak investment in DFA Tax-Managed US Marketwide Value II

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29620k640k660k680k15k15.5k16k
Value ($)Share countHistorical DFUV position of Williams & Novak Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $616k 15k 40.92
2024-09-30 $679k 16k 41.69

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding DFA Tax-Managed US Marketwide Value II

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Colony
CI Private Wealth
Plan
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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
TCI Wealth Advisors

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