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DFA Tax-Managed US Marketwide Value II shares owned by Cloud Capital Management

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

Historical chart of Cloud Capital 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 Cloud Capital 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 Cloud Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 38k 44.68
2025-06-30 $1.4M 34k 42.34
2025-03-31 $1.6M 39k 40.71

More positions owned by Cloud Capital Management

Dimensional Etf Trust (DFAC)
Schwab Strategic Tr sht tm us tres (SCHO)
Apple (AAPL)
Dimensional Etf Trust (DFAX)
Vanguard Malvern Fds strm infproidx (VTIP)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional International Core Equity 2 ETF (DFIC)
Alphabet Inc Class C cs (GOOG)
Dimensional Etf Trust (DCOR)
Schwab Strategic Tr intrm trm (SCHR)
Schwab Strategic Tr 0 (SCHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Value ETF (VTV)

View all positions for Cloud Capital Management

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
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