Steel Peak Wealth Management »

DFA Tax-Managed US Marketwide Value II shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 9.7k 40.90
2023-12-31 $359k 9.7k 37.22
2023-09-30 $328k 9.7k 34.02
2023-06-30 $333k 9.7k 34.50

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Astrana Health Com New (ASTH)
salesforce (CRM)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

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