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

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

Historical chart of Parkwoods 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 Parkwoods 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 Parkwoods Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 633k 41.69

More positions owned by Parkwoods Wealth Partners

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Brown & Brown (BRO)
Dimensional Etf Trust Intl Small Cap V (DISV)
Central Securities (CET)
Ge Aerospace Com New (GE)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Parkwoods Wealth Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

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Colony
CI Private Wealth
Plan
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Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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