Shore Point Advisors »

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

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

Historical chart of Shore Point 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 Shore Point Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Shore Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $540k 13k 40.90
2023-12-31 $428k 12k 37.22
2023-09-30 $363k 11k 34.02
2023-06-30 $365k 11k 34.50
2023-03-31 $351k 11k 33.48
2022-12-31 $215k 6.4k 33.48

More positions owned by Shore Point Advisors

J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Wisdomtree Tr Us Smallcap Fund (EES)
Ishares Tr Msci Intl Moment (IMTM)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Min Vl (EFAV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Shore Point Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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