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DFA Tax-Managed US Marketwide Value II shares owned by Powerhouse Assets

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

Historical chart of Powerhouse Assets 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 Powerhouse Assets 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 Powerhouse Assets

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 19k 55.01
2026-03-31 $904k 19k 48.46
2025-12-31 $754k 16k 46.59

More positions owned by Powerhouse Assets

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Powerhouse Assets

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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