Ascent Group »

DFA Tax-Managed US Marketwide Value II shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Ascent Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $444k 11k 40.90

More positions owned by Ascent Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
UnitedHealth (UNH)

View all positions for Ascent Group

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