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

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

Historical chart of TAGStone 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 TAGStone 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 TAGStone Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 46k 37.22
2023-09-30 $1.6M 46k 34.01
2023-06-30 $1.6M 46k 34.50
2023-03-31 $1.6M 47k 33.47
2022-12-31 $1.6M 47k 33.47
2022-09-30 $1.4M 47k 29.60
2022-06-30 $1.5M 47k 31.60

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Costco Wholesale Corporation (COST)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Union Pacific Corporation (UNP)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for TAGStone 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