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Aegis Wealth Management »

DFA Tax-Managed US Marketwide Value II shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth 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 Aegis Wealth Management 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 Aegis Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$7.3M	164k	44.69
2025-06-30	$7.2M	174k	41.21
2025-03-31	$7.2M	174k	41.21
2024-12-31	$7.2M	176k	40.92

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)

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

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Ishares Tr Short Treas Bd (SHV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Ishares Tr Core S&p Ttl Stk (ITOT)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Ishares Tr Russell 2000 Etf (IWM)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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