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

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

Historical chart of Compass 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 Compass Wealth 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 Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $95k 1.7k 55.00
2025-03-31 $72k 1.7k 41.21

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
V.F. Corporation (VFC)
Spdr Series Trust St Str P500etf (SPYM)
Chevron Corporation (CVX)
Starbucks Corporation (SBUX)
Veeva Sys Cl A Com (VEEV)

View all positions for Compass Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
Index Fund Advisors
Buckingham Strategic Partners
Northern Trust
Creative Planning
HighTower Advisors
TCI Wealth Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Plan
HPM Partners
Modera Wealth Management
Wealth Enhancement Advisory Services

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