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Approach Retirement Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Approach Retirement Advisors

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

Historical chart of Approach Retirement 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 Approach Retirement 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 Approach Retirement Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$438k	9.4k	46.59

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View all positions for Approach Retirement Advisors

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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