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

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

Historical chart of Seneschal 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 Seneschal Advisors 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 Seneschal Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 165k 44.69
2025-06-30 $6.8M 162k 42.28
2025-03-31 $6.6M 160k 41.21

More positions owned by Seneschal Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Costco Wholesale Corporation (COST)
Texas Pacific Land Corp (TPL)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Seneschal Advisors

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