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Poinciana Advisors Group »

DFA Tax-Managed US Marketwide Value II shares owned by Poinciana Advisors Group

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

Historical chart of Poinciana Advisors Group 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 Poinciana Advisors Group 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 Poinciana Advisors Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.3M	52k	44.69
2025-06-30	$2.2M	52k	42.28
2025-03-31	$2.1M	52k	41.21
2024-12-31	$2.2M	55k	40.92

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Ea Series Trust Ea Bridgeway Omn (BSVO)

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Dimensional Etf Trust World Ex Us Core (DFAX)

NVIDIA Corporation (NVDA)

Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

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

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