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DFA Tax-Managed US Marketwide Value II shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 3.7k 55.01

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avan Us Valu Etf (AVMV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Prosperity Planning

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