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DFA Tax-Managed US Marketwide Value II shares owned by Leo Wealth

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

Historical chart of Leo Wealth 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 Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $623k 15k 40.90
2023-12-31 $565k 15k 37.22

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Amazon (AMZN)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Leo Wealth

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
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