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DFA Tax-Managed US Marketwide Value II shares owned by Accredited Investor Services

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

Historical chart of Accredited Investor Services 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 Accredited Investor Services 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 Accredited Investor Services

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$943k	20k	46.59
2025-09-30	$908k	20k	44.69
2025-06-30	$861k	20k	42.28
2025-03-31	$848k	21k	41.21
2024-12-31	$829k	20k	40.92

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View all positions for Accredited Investor Services

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

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HighTower Advisors

TCI Wealth Advisors

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HPM Partners

Modera Wealth Management

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

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