Aspect Partners »

DFA Tax-Managed US Marketwide Value II shares owned by Aspect Partners

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

Historical chart of Aspect Partners 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 Aspect Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Aspect Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $100k 2.2k 44.69
2025-06-30 $95k 2.2k 42.28
2025-03-31 $93k 2.2k 41.21
2024-12-31 $92k 2.2k 40.92
2024-09-30 $94k 2.2k 41.69

More positions owned by Aspect Partners

Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Spdr Gold Shares Etf (GLD)
Ishares Russell 2000 Etf Etf (IWM)
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Real Estate Select Sector Spdr Fund Etf (XLRE)
Distillate Small/mid Cash Flow Etf Etf (DSMC)
Ishares Gold Trust Etf (IAU)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Aspect Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

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