Pinney & Scofield »

DFA Tax-Managed US Marketwide Value II shares owned by Pinney & Scofield

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

Historical chart of Pinney & Scofield 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 Pinney & Scofield consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Pinney & Scofield

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 325k 44.69
2025-06-30 $14M 327k 42.28
2025-03-31 $14M 330k 41.21
2024-12-31 $14M 335k 40.92

More positions owned by Pinney & Scofield

Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Long Term Bond (BLV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Pinney & Scofield

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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