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

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

Historical chart of Benningfield Financial 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 Benningfield 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 Benningfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 504k 44.69
2025-06-30 $20M 480k 42.28

More positions owned by Benningfield Financial Advisors

Dimensional Etf Trust Us Mktwide Value (DFUV)
Palantir Technologies Cl A (PLTR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Ea Bridgeway Omn (BSVO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Benningfield Financial Advisors

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