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DFA Tax-Managed US Marketwide Value II shares owned by Wick Capital Partners

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

Historical chart of Wick Capital Partners 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 Wick Capital Partners 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 Wick Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 28k 44.69
2025-06-30 $1.2M 1.6k 761.23
2025-03-31 $1.2M 28k 41.21
2024-12-31 $938k 23k 40.92

More positions owned by Wick Capital Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB)
Ishares Tr Ibonds 27 Etf (IBDS)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec2026 (IBDR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Apple (AAPL)

View all positions for Wick Capital Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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View all funds holding DFA Tax-Managed US Marketwide Value II