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DFA Tax-Managed US Marketwide Value II shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $317k 5.8k 55.01

More positions owned by Shepherd Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust St Str P500val (SPYV)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Spdr Series Trust ST STR SP600 SML (SPSM)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust St Str P400mid (SPMD)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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