Towneley Capital Management, Inc / DE »

DFA Tax-Managed US Marketwide Value II shares owned by Towneley Capital Management, Inc / DE

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Towneley Capital Management, Inc / DE from 13F filings

Historical chart of Towneley Capital Management, Inc / DE investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Towneley Capital Management, Inc / DE 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 Towneley Capital Management, Inc / DE

Quarter filed Position value Share count Share price at filing
2024-03-31 $438k 11k 40.90
2023-12-31 $399k 11k 37.22

More positions owned by Towneley Capital Management, Inc / DE

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Gold Tr Ishares New (IAU)

View all positions for Towneley Capital Management, Inc / DE

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