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DFA Tax-Managed US Marketwide Value II shares owned by Painted Porch Advisors

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Painted Porch Advisors from 13F filings

Historical chart of Painted Porch Advisors 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 Painted Porch Advisors 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 Painted Porch Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $920k 17k 55.01

More positions owned by Painted Porch Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Visa Com Cl A (V)
Johnson & Johnson (JNJ)
Chevron Corporation (CVX)
Ares Management Corporation Cl A Com Stk (ARES)
Wal-Mart Stores (WMT)
Procter & Gamble Company (PG)
Emerson Electric (EMR)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)

View all positions for Painted Porch Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Index Fund Advisors
Plan
Northern Trust
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