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DFA Tax-Managed US Marketwide Value II shares owned by Seaside Wealth Management

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

Historical chart of Seaside Wealth 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 Seaside Wealth 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 Seaside Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $924k 23k 40.90
2023-12-31 $840k 23k 37.22
2023-09-30 $766k 23k 34.02
2023-06-30 $776k 23k 34.50
2023-03-31 $751k 23k 33.43
2022-12-31 $797k 24k 33.48
2022-09-30 $794k 24k 33.38
2022-06-30 $673k 20k 33.40

More positions owned by Seaside Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Seaside Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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