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DFA Tax-Managed US Marketwide Value II shares owned by Five Oceans Advisors

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Five Oceans Advisors from 13F filings

Historical chart of Five Oceans Advisors 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 Five Oceans Advisors 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 Five Oceans Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 5.8k 40.90
2023-12-31 $217k 5.8k 37.22
2023-09-30 $202k 5.9k 34.02
2023-06-30 $205k 5.9k 34.50
2023-03-31 $546k 16k 33.48
2022-12-31 $518k 16k 33.48
2022-09-30 $455k 15k 29.58
2022-06-30 $482k 15k 31.61

More positions owned by Five Oceans Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emerging Markets (DFSE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust International (DFSI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Meta Platforms Cl A (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Novo-nordisk A S Adr (NVO)

View all positions for Five Oceans Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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