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Dfa Us Large Cap Equity shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Dfa Us Large Cap Equity (DUSQX) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Dfa Us Large Cap Equity

Tip: Access up to 7 years of quarterly data

All positions including Dfa Us Large Cap Equity held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Us Large Cap Equity by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 35k 31.79
2024-06-30 $1.0M 35k 30.10
2024-03-31 $1.0M 35k 29.27
2023-12-31 $905k 34k 26.33
2023-09-30 $812k 33k 24.64

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Nvidia Corp CS (NVDA)
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Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Dfa Us Large Cap Equity

Garde Capital
MAI Wealth Advisors

View all funds holding Dfa Us Large Cap Equity