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

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

Historical chart of Affinity Capital Advisors 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 Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 4.2k 48.46

More positions owned by Affinity Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Affinity Capital Advisors

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
HPM Partners
Modera Wealth Management
Maseco

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