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

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

Historical chart of Abound Financial 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 Abound 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 Abound Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1k 110 46.59
2025-03-31 $4.5k 110 41.21

More positions owned by Abound Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPSM)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPMB)
Spdr Series Trust State Street Spd (SPIB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust State Street Spd (SLYG)

View all positions for Abound Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Index Fund Advisors
Plan
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
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