DFA INVESTMENT TRUST CO's THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES has disclosed 1062 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2021-07-31. The current portfolio value is calculated to be $7.99 Bil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 1%.
THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES's
Total Assets is $8.26 Bil , Total Liabilities is $254.28 Mil , Net Assets is $8.01 Bil.
In THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES's current portfolio as of 2021-07-31, the top 5 holdings are
JPMorgan Chase & Co (JPM), Comcast Corp (CMCSA), Charter Communications Inc (CHTR), Thermo Fisher Scientific Inc (TMO) and Bank of America Corp (BAC),
not including call and put options.
THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES, which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES.