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Northeast Planning Associates, Inc. / Nh / »

DFA Tax-Managed US Marketwide Value II shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Northeast Planning Associates, Inc. / Nh / 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 Northeast Planning Associates, Inc. / Nh /

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$427k	9.6k	44.69
2025-06-30	$404k	9.6k	42.28
2025-03-31	$394k	9.6k	41.21
2024-12-31	$391k	9.6k	40.92

More positions owned by Northeast Planning Associates, Inc. / Nh /

Ishares Silver Tr Ishares (SLV)

Victory Portfolios Ii Core Intermediat (UITB)

Victory Portfolios Ii Short Trm Bd Etf (USTB)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Vaneck Etf Trust Gold Miners Etf (GDX)

First Tr Exchange-traded Intermediate Dur (FIIG)

Dbx Etf Tr Xtrack Msci Eafe (DBEF)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

Victory Portfolios Ii Shares Free Cash (VFLO)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Victory Portfolios Ii Victoryshs Emerg (UEVM)

First Tr Exchange-traded Growth Strength (FTGS)

Vanguard Index Fds Total Stk Mkt (VTI)

First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Northeast Planning Associates, Inc. / Nh /

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

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