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

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

Historical chart of Vista 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 Vista Capital Partners 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 Vista Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $625k 15k 40.90
2023-12-31 $569k 15k 37.22
2023-09-30 $520k 15k 34.02
2023-06-30 $527k 15k 34.50
2023-03-31 $512k 15k 33.48
2022-12-31 $512k 15k 33.48
2022-09-30 $452k 15k 29.59
2022-06-30 $506k 16k 31.57

More positions owned by Vista Capital Partners

Vanguard Total U.S. Stock Market Fund Total Stk Mkt (VTI)
Vanguard Value Index Fund Value ETF (VTV)
Vanguard REIT Index Fund Reit Etf (VNQ)
Vanguard Growth Index Fund Growth ETF (VUG)
Vanguard Small Cap Index Fund Small Cp ETF (VB)
Microsoft Corporation (MSFT)
Schwab U.S. Broad Market Fund US Brd Mkt ETF (SCHB)
Stryker Corporation (SYK)
Apple (AAPL)
DFA U.S. Core Equity 2 Fund US Core Equity 2 (DFAC)
SPDRs - S&P 500 Index Fund Tr Unit (SPY)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Schwab U.S. REIT Fund Us Reit Etf (SCHH)
Starbucks Corporation (SBUX)
iShares Russell 1000 Growth Index Fund Russell1000VAL (IWF)

View all positions for Vista 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