Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Capstone Wealth Management »

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

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

Historical chart of Capstone 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 Capstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Capstone Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$9.6M	215k	44.69
2025-06-30	$8.9M	210k	42.28
2025-03-31	$8.2M	200k	41.21
2024-12-31	$8.1M	199k	40.92

More positions owned by Capstone Wealth Management

Ea Series Trust Ea Bridgeway Omn (BSVO)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Internatnal Val (DFIV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust World Ex Us Core (DFAX)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Apple (AAPL)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Capstone Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

Buckingham Strategic Partners

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z