UBS Group »

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

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

Historical chart of UBS 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 UBS 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 UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 162k 40.90
2023-12-31 $6.3M 170k 37.22
2023-09-30 $4.8M 141k 34.02
2023-06-30 $4.7M 137k 34.50
2023-03-31 $4.6M 138k 33.48
2022-12-31 $4.7M 140k 33.48
2022-09-30 $4.1M 139k 29.61
2022-06-30 $4.3M 136k 31.60

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS 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