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Kings Path Partners »

DFA Tax-Managed US Marketwide Value II shares owned by Kings Path Partners

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kings Path Partners from 13F filings

Historical chart of Kings Path Partners 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 Kings Path Partners 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 Kings Path Partners

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$90k	2.1k	42.28
2025-03-31	$4.2k	101	41.21
2024-12-31	$4.1k	101	40.92
2024-09-30	$4.2k	101	41.69
2024-06-30	$4.0k	101	39.27

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)

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Dimensional Etf Trust Global Core Plus (DFGP)

Schwab Strategic Tr Us Tips Etf (SCHP)

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View all positions for Kings Path Partners

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