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DFA Tax-Managed US Marketwide Value II shares owned by Cambient Family Office

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cambient Family Office from 13F filings

Historical chart of Cambient Family Office 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 Cambient Family Office 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 Cambient Family Office

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 403 55.01

More positions owned by Cambient Family Office

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Amazon (AMZN)
Raytheon Technologies Corp (RTX)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Applied Materials (AMAT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)

View all positions for Cambient Family Office

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
Index Fund Advisors
Buckingham Strategic Partners
Northern Trust
Creative Planning
HighTower Advisors
TCI Wealth Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Plan
HPM Partners
Modera Wealth Management
Maseco

View all funds holding DFA Tax-Managed US Marketwide Value II