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DFA Tax-Managed US Marketwide Value II shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth 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 55 North Private Wealth 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 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 79k 46.59

More positions owned by 55 North Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for 55 North Private Wealth

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
TCI Wealth Advisors
Wealth Enhancement Advisory Services
HPM Partners
Maseco

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