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DFA Tax-Managed US Marketwide Value II shares owned by Compass Capital Corp

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

Historical chart of Compass Capital Corp 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 Compass Capital Corp 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 Compass Capital Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 7.1k 45.30
2025-06-30 $303k 7.1k 42.40
2025-03-31 $265k 7.1k 37.12
2024-12-31 $554k 14k 40.92

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Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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View all funds holding DFA Tax-Managed US Marketwide Value II