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DFA Tax-Managed US Marketwide Value II shares owned by Pacific Center for Financial Services

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pacific Center for Financial Services from 13F filings

Historical chart of Pacific Center for Financial Services 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 Pacific Center for Financial Services 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 Center for Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $106k 2.8k 37.22
2023-09-30 $97k 2.8k 34.02
2023-06-30 $98k 2.8k 34.50
2023-03-31 $95k 2.8k 33.48
2022-09-30 $84k 2.8k 29.56
2022-06-30 $90k 2.8k 31.67

More positions owned by Pacific Center for Financial Services

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Mega Grwth Ind (MGK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Pacific Center for Financial Services

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