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Two West Capital Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Two West Capital Advisors

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

Historical chart of Two West Capital 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 Two West Capital Advisors 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 Two West Capital Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$296k	7.5k	39.27

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Schwab Strategic Tr Us Tips Etf (SCHP)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Core S&p500 Etf (IVV)

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Dimensional Etf Trust Core Fixed Incom (DFCF)

Ishares Tr Core Total Usd (IUSB)

Ishares Tr Short Treas Bd (SHV)

View all positions for Two West Capital Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

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HPM Partners

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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

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