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DFA Tax-Managed US Marketwide Value II shares owned by Renasant Bank

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

Historical chart of Renasant Bank 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 Renasant Bank 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 Renasant Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $861k 21k 40.90

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Microsoft Corp Common Stock (MSFT)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Unitedhealth Group Common Stock (UNH)
Apple Common Stock (AAPL)
Ishares Trust Ishares 5-10 Year Fixed Income ETF (IGIB)
Ishares Mbs Etf Fixed Income ETF (MBB)
Salesforce Common Stock (CRM)
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)
Visa Inc Com Cl A Common Stock (V)
Ishares S&p Mid-cap 400 Growth Etf Exchange Traded Fund (IJK)
Lilly Eli & Co Common Stock (LLY)
Amazon.com Common Stock (AMZN)
Abbvie Common Stock (ABBV)

View all positions for Renasant Bank

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