Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Warburton Capital Management »

DFA Tax-Managed US Marketwide Value II shares owned by Warburton Capital Management

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

Historical chart of Warburton Capital Management 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 Warburton Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Warburton Capital Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$373k	8.3k	44.72
2025-06-30	$359k	8.3k	43.24
2025-03-31	$340k	8.3k	41.14
2024-12-31	$336k	8.2k	40.82

More positions owned by Warburton Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust World Ex Us Core (DFAX)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Intl Core Equity (DFIC)

Palantir Technologies Cl A (PLTR)

Microsoft Corporation (MSFT)

Dimensional Etf Trust World Equity Etf (DFAW)

Dimensional Etf Trust Us Real Estate E (DFAR)

NVIDIA Corporation (NVDA)

Apple (AAPL)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Warburton Capital Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z