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DFA Tax-Managed US Marketwide Value II shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth 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 Balboa Wealth 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $874k 24k 37.22
2023-09-30 $799k 24k 34.02
2023-06-30 $831k 24k 34.50
2023-03-31 $807k 24k 33.48
2022-12-31 $807k 24k 33.48
2022-09-30 $713k 24k 29.60

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Alphabet Cap Stk Cl C (GOOG)
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Meta Platforms Cl A (META)
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Adobe Systems Incorporated (ADBE)
Boeing Company (BA)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Balboa Wealth 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