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DFA Tax-Managed US Marketwide Value II shares owned by Atomi Financial Group

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

Historical chart of Atomi Financial Group 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 Atomi Financial Group 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 Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 228k 44.69
2025-06-30 $10M 244k 42.28
2025-03-31 $12M 291k 41.21

More positions owned by Atomi Financial Group

Apple Put Option (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Robinhood Mkts Com Cl A (HOOD)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Put Option (MSFT)
Meta Platforms Cl A (META)
Ishares Tr U S Equity Factr (LRGF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Atomi Financial Group

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