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Bell State Bank and Trust »

DFA Tax-Managed US Marketwide Value II shares owned by Bell State Bank and Trust

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Bell State Bank and Trust from 13F filings

Historical chart of Bell State Bank and Trust 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 Bell State Bank and Trust 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 Bell State Bank and Trust

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$237k	5.3k	44.69
2025-06-30	$224k	5.3k	42.28
2025-03-31	$219k	5.3k	41.21
2024-12-31	$217k	5.3k	40.92

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View all positions for Bell State Bank and Trust

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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