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DFA Tax-Managed US Marketwide Value II shares owned by Daytona Street Capital

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

Historical chart of Daytona Street Capital 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 Daytona Street Capital 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 Daytona Street Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $366k 6.6k 55.05

More positions owned by Daytona Street Capital

Alphabet Inc Class Class C Equity (GOOG)
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Jpmorgan Chase & Co Equity (JPM)
Netflix Equity (NFLX)
Ally Finl Equity (ALLY)
Meta Platforms Inc Class A Equity (META)
Cvs Health Corp Equity (CVS)
Centene Corp Del Equity (CNC)
Apple Equity (AAPL)
Home Depot Equity (HD)
Disney Walt Equity (DIS)
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Citizens Cmnty Bancorp I Equity (CZWI)

View all positions for Daytona Street Capital

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
Maseco

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