Lakeview Capital Partners »

DFA Tax-Managed US Marketwide Value II shares owned by Lakeview Capital Partners

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

Historical chart of Lakeview Capital Partners 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 Lakeview Capital Partners 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 Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $247k 6.6k 37.22
2023-09-30 $228k 6.7k 34.02
2023-06-30 $236k 6.9k 34.50

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II