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DFA Tax-Managed US Marketwide Value II shares owned by Shearwater Capital

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

Historical chart of Shearwater Capital 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 Shearwater Capital 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 Shearwater Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 150k 40.90
2023-12-31 $5.6M 150k 37.22
2023-09-30 $5.1M 150k 34.02
2023-06-30 $5.2M 150k 34.50
2023-03-31 $5.1M 151k 33.48
2022-12-31 $5.1M 151k 33.48
2022-09-30 $4.5M 151k 29.61
2022-06-30 $4.2M 132k 31.60

More positions owned by Shearwater Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Docusign (DOCU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
C3 Ai Cl A (AI)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust National Municip (DFNM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Shearwater Capital

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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