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Pacific Asset Management »

DFA Tax-Managed US Marketwide Value II shares owned by Pacific Asset Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pacific Asset Management from 13F filings

Historical chart of Pacific Asset Management 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 Pacific Asset Management 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 Pacific Asset Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.1M	92k	44.69
2025-06-30	$3.9M	92k	42.28
2025-03-31	$4.0M	98k	41.21

More positions owned by Pacific Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Microsoft Corporation (MSFT)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

American Centy Etf Tr Avantis All Eqt (AVGE)

Dimensional Etf Trust Us Mktwide Value (DFUV)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

American Centy Etf Tr Avantis Core Fi (AVIG)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Tesla Motors (TSLA)

View all positions for Pacific Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

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TCI Wealth Advisors

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

HPM Partners

Modera Wealth Management

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

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