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DFA Tax-Managed US Marketwide Value II shares owned by Studio Investment Management

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

Historical chart of Studio Investment Management 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 Studio Investment Management 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 Studio Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 1.2k 40.90

More positions owned by Studio Investment Management

Vanguard Short-Term Inflation-Protected ETF Vtip (VTIP)
Vanguard Value ETF VTV (VTV)
Vanguard Dividend Appreciation ETF Vig (VIG)
Vanguard Small-Cap Value ETF VBR (VBR)
DFA International Core Equity 2 ETF Dfic (DFIC)
Schwab Fundamental Intl Lg Co ETF FNDF (FNDF)
Berkshire Hathaway Inc Class B BRKB (BRK.B)
Microsoft Corp MSFT (MSFT)
Vanguard Short-Term Corporate Bond ETF VCSH (VCSH)
Alphabet Inc Class A Googl (GOOGL)
Procter & Gamble PG (PG)
iShares 3-7 Year Treasury Bond ETF Iei (IEI)
General Dynamics Corp GD (GD)
Apple Aapl (AAPL)
Vanguard Intl Div Apprec ETF Vigi (VIGI)

View all positions for Studio Investment Management

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