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DFA Tax-Managed US Marketwide Value II shares owned by Belleair Asset Management

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

Historical chart of Belleair Asset 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 Belleair Asset 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 Belleair Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.8M 168k 46.59

More positions owned by Belleair Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Belleair Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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Creative Planning
Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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