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

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

Historical chart of Peninsula Wealth 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 Peninsula Wealth 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 48k 40.18
2024-03-31 $2.3M 56k 40.90
2023-12-31 $2.1M 56k 37.22
2023-09-30 $1.9M 59k 32.53
2023-06-30 $3.8M 109k 34.50
2023-03-31 $3.6M 107k 33.48
2022-12-31 $3.4M 103k 33.48
2022-09-30 $2.1M 70k 29.61

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NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Peninsula Wealth

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
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