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

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

Historical chart of Valen Private 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 Valen Private 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 Valen Private Capital

Quarter filed Position value Share count Share price at filing
2026-09-30 $211k 3.8k 55.00

More positions owned by Valen Private Capital

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mth Treasury (SGOV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Micron Technology (MU)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mrngstr Mega Cap (MGK)
Wisdomtree Tr Floatng Rat Trea (USFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Howmet Aerospace (HWM)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Valen Private Capital

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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