Wolfstich Capital »

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

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1M 111k 54.85

More positions owned by Wolfstich Capital

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
International Business Machines (IBM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Wolfstich Capital

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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