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DFA Tax-Managed US Marketwide Value II shares owned by Owl Creek Wealth Partners

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

Historical chart of Owl Creek Wealth 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 Owl Creek Wealth 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 Owl Creek Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $604k 13k 48.46

More positions owned by Owl Creek Wealth Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Owl Creek Wealth Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
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Northern Trust
Index Fund Advisors
Plan
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
Maseco

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