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DFA Tax-Managed US Marketwide Value II shares owned by Cambridge Financial Group

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

Historical chart of Cambridge Financial 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 Cambridge Financial Group 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 Cambridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $318k 7.0k 45.53
2025-09-30 $315k 7.0k 44.69

More positions owned by Cambridge Financial Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (SLYV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Cambridge Financial 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
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
TCI Wealth Advisors
Wealth Enhancement Advisory Services
HPM Partners
Maseco

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