Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Personal Capital Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Personal Capital Advisors

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

Historical chart of Personal Capital 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 Personal Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Personal Capital Advisors

Quarter filed	Position value	Share count	Share price at filing
2022-12-31	$744k	22k	33.48
2022-09-30	$658k	22k	29.61
2022-06-30	$667k	21k	31.59

More positions owned by Personal Capital Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Ishares Tr Russell 2000 Etf (IWM)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Index Fds Real Estate Etf (VNQ)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)

Ishares Tr Usd Inv Grde Etf (USIG)

Ishares Gold Tr Ishares New (IAU)

Schwab Strategic Tr Us Tips Etf (SCHP)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Ishares Tr Esg Aw Msci Eafe (ESGD)

Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

Ishares Tr 0-5yr Hi Yl Cp (SHYG)

Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Personal Capital Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management

Mercer Global Advisors

Savant Capital Management

Buckingham Asset Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z