Black Swift Group »

DFA Tax-Managed US Marketwide Value II shares owned by Black Swift Group

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

Historical chart of Black Swift 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 Black Swift Group 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 Black Swift Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $380k 8.5k 44.69

More positions owned by Black Swift Group

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Technology (XLK)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Global X Fds Artificial Etf (AIQ)
Meta Platforms Cl A (META)
Vaneck Etf Trust Fabless Semicond (SMHX)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Msci Brazil Etf (EWZ)
Crowdstrike Hldgs Cl A (CRWD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Select Sector Spdr Tr Energy (XLE)

View all positions for Black Swift 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