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DFA Tax-Managed US Marketwide Value II shares owned by Third View Private Wealth

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Third View Private Wealth from 13F filings

Historical chart of Third View Private Wealth 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 Third View Private Wealth 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 Third View Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $413k 8.9k 46.59

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View all positions for Third View Private Wealth

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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