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DFA Tax-Managed US Marketwide Value II shares owned by Coho Partners

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

Historical chart of Coho Partners 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 Coho Partners 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 Coho Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 6.6k 40.90
2023-12-31 $314k 8.4k 37.22
2023-09-30 $287k 8.4k 34.02

More positions owned by Coho Partners

Lowe's Companies (LOW)
AmerisourceBergen (COR)
Microchip Technology (MCHP)
Ross Stores (ROST)
SYSCO Corporation (SYY)
Walt Disney Company (DIS)
Dollar General (DG)
W.W. Grainger (GWW)
Thermo Fisher Scientific (TMO)
UnitedHealth (UNH)
CVS Caremark Corporation (CVS)
Mondelez Int (MDLZ)
Johnson & Johnson (JNJ)
Marsh & McLennan Companies (MMC)
U.S. Bancorp (USB)

View all positions for Coho Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
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Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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