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DFA Tax-Managed US Marketwide Value II shares owned by Avant Financial Advisors

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

Historical chart of Avant Financial Advisors investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Avant Financial 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 Avant Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$418k	9.4k	44.69
2025-06-30	$396k	9.4k	42.28
2025-03-31	$386k	9.4k	41.21
2024-12-31	$383k	9.4k	40.92

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Dimensional Etf Trust Us Equity Market (DFUS)

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View all positions for Avant Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

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

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