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Vantage Point Financial »

DFA Tax-Managed US Marketwide Value II shares owned by Vantage Point Financial

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

Historical chart of Vantage Point Financial 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 Vantage Point Financial 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 Vantage Point Financial

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$259k	5.8k	44.69
2025-06-30	$245k	5.8k	42.28
2025-03-31	$239k	5.8k	41.21
2024-12-31	$237k	5.8k	40.92

More positions owned by Vantage Point Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Us Core Equity 1 (DCOR)

Dimensional Etf Trust Intl Core Equity (DFIC)

Spdr Series Trust Portfolio S&p500 (SPLG)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust World Ex Us Core (DFAX)

Dimensional Etf Trust Us Equity Market (DFUS)

Apple (AAPL)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Global Cr Etf (DGCB)

Dimensional Etf Trust Global Ex Us Cor (DFGX)

NVIDIA Corporation (NVDA)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Vantage Point Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

Buckingham Strategic Partners

TCI Wealth Advisors

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

Wealth Enhancement Advisory Services

HPM Partners

Modera Wealth Management

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

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